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 |
|---|---|---|
SRPC, INC7 years Service code 15 · EIN 81-2204426 | Recordkeeping | $23,584 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,550 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $30,823 | $55,415-44.4% | $155,509-80.2% | $74,495-58.6% |
| Participation rate | 63.6% | 61.9%+1.7pp | 78.2%-14.5pp | 67.2%-3.6pp |
| Annual return | 10.64% | 268.50%-257.9pp | 64.67%-54.0pp | 1364.94%-1354.3pp |
| Employer contribution / active EE | $944 | $2,267-58.3% | $4,672-79.8% | $2,623-64.0% |
| Participant deferral / active EE | $3,599 | $2,836+26.9% | $5,626-36.0% | $4,346-17.2% |
| Admin fee / account holder | $102 | $1,738-94.1% | $15,912-99.4% | $1,942-94.7% |