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 |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $58,750 |
Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 15 · EIN 93-0987232 | Recordkeeping | $30,020 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,981 | $88,890-17.9% | $102,423-28.7% | $77,643-6.0% |
| Participation rate | 84.9% | 80.9%+4.0pp | 76.5%+8.4pp | 70.6%+14.4pp |
| Annual return | 17.13% | 24.98%-7.9pp | 29.32%-12.2pp | 31.24%-14.1pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,023-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $4,308 | $5,145-16.3% | $5,053-14.8% | $4,647-7.3% |
| Admin fee / account holder | $142 | $235-39.5% | $9,451-98.5% | $430-66.9% |