See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $33,968 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $9,310 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,078 | $88,122-46.6% | $141,162-66.6% | $67,579-30.3% |
| Participation rate | 74.0% | 76.5%-2.5pp | 82.5%-8.5pp | 71.3%+2.7pp |
| Annual return | 32.30% | 75.40%-43.1pp | 71.39%-39.1pp | 378.56%-346.3pp |
| Employer contribution / active EE | $3,309 | $3,224+2.6% | $4,735-30.1% | $2,148+54.1% |
| Participant deferral / active EE | $8,879 | $5,958+49.0% | $6,709+32.3% | $3,539+150.9% |
| Admin fee / account holder | $58 | $131-55.8% | $10,261-99.4% | $142-59.3% |