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 81-2704670 | Recordkeeping | $23,849 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $5,494 |
ADP BROKER-DEALER5+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $99,161 | $72,492+36.8% | $87,100+13.8% | $72,985+35.9% |
| Participation rate | 98.8% | 72.8%+26.0pp | 76.9%+21.9pp | 69.5%+29.3pp |
| Annual return | 19.03% | 24.46%-5.4pp | 28.19%-9.2pp | 81.00%-62.0pp |
| Employer contribution / active EE | $2,734 | $1,894+44.4% | $2,521+8.4% | $2,440+12.1% |
| Participant deferral / active EE | $6,356 | $3,270+94.4% | $4,049+57.0% | $3,607+76.2% |
| Admin fee / account holder | $297 | $5,055-94.1% | $7,497-96.0% | $5,124-94.2% |