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, INC5 years Service code 15 · EIN 81-2204426 | Recordkeeping | $21,428 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,550 |
ADP BROKER-DEALER8+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,278 | $65,061-61.1% | $143,757-82.4% | $66,914-62.2% |
| Participation rate | 77.9% | 65.2%+12.7pp | 80.3%-2.4pp | 69.8%+8.1pp |
| Annual return | -16.08% | -11.14%-4.9pp | -0.04%-16.0pp | 1.58%-17.7pp |
| Employer contribution / active EE | $709 | $2,361-70.0% | $4,951-85.7% | $2,544-72.1% |
| Participant deferral / active EE | $3,551 | $2,919+21.7% | $5,637-37.0% | $4,237-16.2% |
| Admin fee / account holder | $97 | $502-80.7% | $14,673-99.3% | $593-83.7% |