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 | $22,000 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,550 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,726 | $129,021+33.9% | $184,203-6.2% | $77,643+122.5% |
| Participation rate | 78.8% | 87.3%-8.5pp | 86.8%-8.0pp | 70.6%+8.3pp |
| Annual return | 13.41% | 33.27%-19.9pp | 28.81%-15.4pp | 31.24%-17.8pp |
| Employer contribution / active EE | $8,806 | $4,413+99.6% | $6,427+37.0% | $2,726+223.1% |
| Participant deferral / active EE | $12,821 | $7,297+75.7% | $9,131+40.4% | $4,647+175.9% |
| Admin fee / account holder | $69 | $254-72.7% | $13,901-99.5% | $430-83.9% |