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-DEALER2 years Filed as: ADP, INC Service code 15 · EIN 13-3036745 | Recordkeeping | $72,792 |
FIRST ALLIED SECURITIES INC10+ years Service code 15 · EIN 20-4181701 655 WEST BROADWAY 12TH FL · SAN DIEGO, CA 92101 | Recordkeeping | $56,611 |
Filed as: CETERA RETIREMENT PLAN SPECIALISTS Service code 15 · EIN 94-2779761 | Recordkeeping | $31,500 |
GRASSI & CO10+ years Service code 15 · EIN 11-3266576 | Recordkeeping | $25,687 |
ADP BROKER-DEALER1 year Filed as: ADP BROKER- DEALER Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
ADP BROKER-DEALER2 years Service code 59 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,190 | $82,917-11.7% | $103,333-29.2% | $77,643-5.7% |
| Participation rate | 88.1% | 71.6%+16.5pp | 74.5%+13.6pp | 70.6%+17.5pp |
| Annual return | 12.45% | 19.13%-6.7pp | 24.88%-12.4pp | 31.24%-18.8pp |
| Employer contribution / active EE | $931 | $3,552-73.8% | $3,868-75.9% | $2,726-65.8% |
| Participant deferral / active EE | $7,160 | $4,108+74.3% | $5,057+41.6% | $4,647+54.1% |
| Admin fee / account holder | $320 | $638-49.9% | $8,355-96.2% | $430-25.7% |