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 |
|---|---|---|
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $20,341 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL4 years Service code 49 350 HUDSON ST · NEW YORK, NY 10014 | Other Services | $0 |
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 | $29,167 | $62,928-53.7% | $172,739-83.1% | $67,579-56.8% |
| Participation rate | 98.1% | 64.5%+33.6pp | 82.6%+15.4pp | 71.3%+26.8pp |
| Annual return | 23.96% | 30.36%-6.4pp | 802.84%-778.9pp | 378.56%-354.6pp |
| Employer contribution / active EE | $2,867 | $1,636+75.2% | $5,143-44.3% | $2,148+33.5% |
| Participant deferral / active EE | $3,764 | $2,145+75.5% | $5,198-27.6% | $3,539+6.3% |
| Admin fee / account holder | $46 | $167-72.7% | $13,954-99.7% | $142-68.0% |