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 |
|---|---|---|
401K ADVISORS INC3 years Service code 15 · EIN 33-0905143 | Recordkeeping | $63,316 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $15,498 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,162 | $88,890-32.3% | $102,423-41.3% | $77,643-22.5% |
| Participation rate | 95.9% | 80.9%+15.0pp | 76.5%+19.4pp | 70.6%+25.3pp |
| Annual return | 17.51% | 24.98%-7.5pp | 29.32%-11.8pp | 31.24%-13.7pp |
| Employer contribution / active EE | $4,223 | $2,698+56.6% | $3,023+39.7% | $2,726+54.9% |
| Participant deferral / active EE | $14,658 | $5,145+184.9% | $5,053+190.1% | $4,647+215.4% |
| Admin fee / account holder | $140 | $235-40.3% | $9,451-98.5% | $430-67.4% |