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-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,596 |
ADP BROKER-DEALER11+ 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 | $203,919 | $132,049+54.4% | $200,582+1.7% | $74,304+174.4% |
| Participation rate | 92.2% | 84.1%+8.1pp | 86.9%+5.3pp | 60.3%+31.9pp |
| Annual return | 16.98% | 22.22%-5.2pp | 42.33%-25.4pp | 29.43%-12.4pp |
| Employer contribution / active EE | $9,925 | $4,558+117.8% | $6,419+54.6% | $2,241+342.8% |
| Participant deferral / active EE | $14,962 | $7,213+107.4% | $9,331+60.3% | $3,767+297.2% |
| Admin fee / account holder | $69 | $2,405-97.2% | $16,305-99.6% | $2,969-97.7% |