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 |
|---|---|---|
ROCKEFELLER FINANCIAL LLC5 years Service code 15 · EIN 82-3226180 | Recordkeeping | $107,390 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,438 |
ADP BROKER-DEALER8 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,957 | $106,028-5.7% | $146,958-32.0% | $77,643+28.7% |
| Participation rate | 84.3% | 78.4%+5.9pp | 82.2%+2.1pp | 70.6%+13.7pp |
| Annual return | 16.36% | 56.73%-40.4pp | 418.34%-402.0pp | 31.24%-14.9pp |
| Employer contribution / active EE | $4,551 | $4,063+12.0% | $4,933-7.7% | $2,726+67.0% |
| Participant deferral / active EE | $10,380 | $7,990+29.9% | $8,070+28.6% | $4,647+123.4% |
| Admin fee / account holder | $366 | $337+8.6% | $12,998-97.2% | $430-14.9% |