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 | $26,858 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,480 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,482 | $88,083-59.7% | $164,813-78.5% | $74,495-52.4% |
| Participation rate | 82.9% | 73.0%+9.8pp | 78.6%+4.3pp | 67.2%+15.7pp |
| Annual return | 17.49% | 17.26%+0.2pp | 69.93%-52.4pp | 1364.94%-1347.5pp |
| Employer contribution / active EE | $1,754 | $2,593-32.4% | $4,341-59.6% | $2,623-33.1% |
| Participant deferral / active EE | $4,846 | $4,498+7.7% | $6,031-19.7% | $4,346+11.5% |
| Admin fee / account holder | $167 | $2,234-92.5% | $12,690-98.7% | $1,942-91.4% |