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 | $11,799 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,515 |
ADP BROKER-DEALER8+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,301 | $59,159+159.1% | $159,960-4.2% | $66,914+129.1% |
| Participation rate | 78.3% | 68.1%+10.2pp | 78.0%+0.4pp | 69.8%+8.5pp |
| Annual return | -17.97% | -12.26%-5.7pp | 408.60%-426.6pp | 1.58%-19.6pp |
| Employer contribution / active EE | $0 | $1,983-100.0% | $4,226-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $8,900 | $4,395+102.5% | $6,182+44.0% | $4,237+110.1% |
| Admin fee / account holder | $102 | $591-82.7% | $8,698-98.8% | $593-82.8% |