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 | $25,005 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,972 |
ADP BROKER-DEALER6+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $126,752 | $78,422+61.6% | $95,952+32.1% | $79,858+58.7% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 14.13% | 19.37%-5.2pp | 91.61%-77.5pp | 31.71%-17.6pp |
| Employer contribution / active EE | $2,602 | $1,945+33.8% | $2,541+2.4% | $2,471+5.3% |
| Participant deferral / active EE | $5,974 | $3,440+73.7% | $4,167+43.4% | $3,740+59.7% |
| Admin fee / account holder | $326 | $5,622-94.2% | $6,795-95.2% | $5,306-93.9% |