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 |
|---|---|---|
Service code 15 · EIN 36-3429599 | Recordkeeping | $9,407 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,885 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | 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 | $117,919 | $48,576+142.8% | $169,463-30.4% | $56,287+109.5% |
| Participation rate | 79.9% | 65.8%+14.0pp | 77.8%+2.1pp | 69.9%+10.0pp |
| Annual return | -2.12% | -2.51%+0.4pp | 1.83%-4.0pp | -9.96%+7.8pp |
| Employer contribution / active EE | $0 | $1,559-100.0% | $4,159-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $9,279 | $3,275+183.3% | $5,277+75.9% | $3,350+177.0% |
| Admin fee / account holder | $72 | $435-83.5% | $9,109-99.2% | $521-86.2% |