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-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $12,950 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET CORPORATION Service code 21 · EIN 04-1867445 | Bank Trustee | $0 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS Service code 49 331 NEWMAN SPRINGS RD BLDG 1 · RED BANK, NJ 07701 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $89,910 | $48,277+86.2% | $63,517+41.6% | $55,191+62.9% |
| Participation rate | 39.8% | 69.4%-29.5pp | 71.0%-31.2pp | 69.2%-29.3pp |
| Annual return | 1.24% | 2.37%-1.1pp | -70.30%+71.5pp | 10.78%-9.5pp |
| Employer contribution / active EE | $1,270 | $1,592-20.2% | $2,322-45.3% | $1,899-33.1% |
| Participant deferral / active EE | $2,625 | $2,432+7.9% | $2,953-11.1% | $3,046-13.8% |
| Admin fee / account holder | $36 | $86-58.1% | $5,892-99.4% | $91-60.3% |