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 39-2018056 | Recordkeeping | $33,538 |
ADP BROKER-DEALER7 years Service code 49 · EIN 22-3319984 | Other Services | $7,116 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,196 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,200 | $108,719-32.7% | $101,326-27.8% | $85,563-14.4% |
| Participation rate | 78.4% | 80.9%-2.5pp | 81.5%-3.1pp | 66.0%+12.4pp |
| Annual return | 26.08% | 20.95%+5.1pp | 36.82%-10.7pp | 31.51%-5.4pp |
| Employer contribution / active EE | $3,017 | $3,114-3.1% | $3,665-17.7% | $2,654+13.7% |
| Participant deferral / active EE | $9,733 | $8,545+13.9% | $7,994+21.8% | $4,375+122.5% |
| Admin fee / account holder | $157 | $685-77.0% | $11,185-98.6% | $834-81.1% |