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 | $11,643 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,975 |
ADP BROKER-DEALER6+ 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 | $186,270 | $62,132+199.8% | $185,823+0.2% | $73,488+153.5% |
| Participation rate | 82.8% | 67.8%+15.0pp | 78.0%+4.8pp | 70.7%+12.1pp |
| Annual return | 18.81% | 20.44%-1.6pp | 35.95%-17.1pp | 28.51%-9.7pp |
| Employer contribution / active EE | $0 | $1,681-100.0% | $4,087-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $10,522 | $3,711+183.5% | $5,632+86.8% | $3,740+181.4% |
| Admin fee / account holder | $90 | $419-78.5% | $9,500-99.1% | $513-82.4% |