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 | $46,399 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 37 · EIN 13-3036745 | Loan Processing | $675 |
ADP BROKER-DEALER7+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,446 | $89,904-47.2% | $453,369-89.5% | $86,799-45.3% |
| Participation rate | 90.8% | 75.7%+15.0pp | 78.0%+12.8pp | 72.3%+18.5pp |
| Annual return | 14.94% | 19.72%-4.8pp | 64.40%-49.5pp | 97.91%-83.0pp |
| Employer contribution / active EE | $0 | $3,279-100.0% | $4,070-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $6,209 | $5,114+21.4% | $6,2090% | $4,131+50.3% |
| Admin fee / account holder | $82 | $156-47.2% | $11,209-99.3% | $170-51.5% |