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-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,035 |
ADP BROKER-DEALER11+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 49 · EIN 47-4777055 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,889 | $100,923-40.7% | $150,045-60.1% | $74,304-19.4% |
| Participation rate | 92.7% | 70.1%+22.6pp | 82.3%+10.4pp | 60.3%+32.3pp |
| Annual return | 19.53% | 51.77%-32.2pp | 62.55%-43.0pp | 29.43%-9.9pp |
| Employer contribution / active EE | $887 | $3,463-74.4% | $4,693-81.1% | $2,241-60.4% |
| Participant deferral / active EE | $7,958 | $6,709+18.6% | $7,997-0.5% | $3,767+111.2% |
| Admin fee / account holder | $12 | $2,767-99.6% | $13,435-99.9% | $2,969-99.6% |