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 | $13,167 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,700 |
ADP BROKER-DEALER10+ 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 | $223,129 | $73,360+204.2% | $177,989+25.4% | $74,495+199.5% |
| Participation rate | 74.0% | 66.6%+7.4pp | 77.1%-3.1pp | 67.2%+6.8pp |
| Annual return | 15.16% | 17.49%-2.3pp | 294.48%-279.3pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $0 | $2,216-100.0% | $3,949-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $10,455 | $4,513+131.6% | $6,276+66.6% | $4,346+140.6% |
| Admin fee / account holder | $127 | $1,808-93.0% | $10,363-98.8% | $1,942-93.5% |