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 | $36,994 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $29,193 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $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 | $68,252 | $121,098-43.6% | $125,175-45.5% | - |
| Participation rate | 90.9% | 74.4%+16.6pp | 79.8%+11.1pp | - |
| Annual return | 18.90% | 15.50%+3.4pp | 43.79%-24.9pp | - |
| Employer contribution / active EE | $0 | $1,930-100.0% | $3,865-100.0% | - |
| Participant deferral / active EE | $7,967 | $3,481+128.9% | $4,937+61.4% | - |
| Admin fee / account holder | $394 | $16,883-97.7% | $9,702-95.9% | - |