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 | $11,132 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,494 |
ADP BROKER-DEALER9+ 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 | $190,613 | $65,390+191.5% | $169,368+12.5% | $71,457+166.8% |
| Participation rate | 77.8% | 67.0%+10.8pp | 77.1%+0.6pp | 67.9%+9.9pp |
| Annual return | 19.58% | 21.31%-1.7pp | 405.60%-386.0pp | 28.85%-9.3pp |
| Employer contribution / active EE | $0 | $2,079-100.0% | $4,013-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $9,569 | $4,367+119.1% | $6,221+53.8% | $4,289+123.1% |
| Admin fee / account holder | $111 | $1,324-91.6% | $9,003-98.8% | $1,587-93.0% |