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 |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,145 |
ADP BROKER-DEALER9+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL8 years Service code 49 325 COLUMBIA TURNPIKE STE 106 · FLORHAM PARK, NJ 07932 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,275 | $69,477+83.2% | $94,646+34.5% | $71,457+78.1% |
| Participation rate | 92.8% | 78.4%+14.4pp | 80.8%+12.0pp | 67.9%+24.9pp |
| Annual return | 16.50% | 29.66%-13.2pp | 156.71%-140.2pp | 28.85%-12.3pp |
| Employer contribution / active EE | $3,089 | $2,853+8.3% | $3,672-15.9% | $2,588+19.4% |
| Participant deferral / active EE | $10,389 | $7,345+41.5% | $7,418+40.1% | $4,289+142.2% |
| Admin fee / account holder | $6 | $1,210-99.5% | $7,231-99.9% | $1,587-99.6% |