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-DEALER4 years Filed as: ADP RETIREMENT SERVICES Service code 49 71 HANOVER ROAD · FLORHAM PARK, NJ 07932 | Other Services | $42,697 |
EMPLOYEE BENEFITS GROUP, LLC9+ years Service code 13 · EIN 73-1554797 | Contract Administrator | $6,094 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,841 | $72,137-58.6% | $142,449-79.1% | $71,457-58.2% |
| Participation rate | 100.0% | 71.7%+28.3pp | 76.8%+23.2pp | 67.9%+32.1pp |
| Annual return | 15.84% | 21.15%-5.3pp | 19.99%-4.2pp | 28.85%-13.0pp |
| Employer contribution / active EE | $2,245 | $3,793-40.8% | $4,847-53.7% | $2,588-13.2% |
| Participant deferral / active EE | $4,189 | $5,280-20.7% | $6,283-33.3% | $4,289-2.3% |
| Admin fee / account holder | $176 | $1,433-87.8% | $10,011-98.2% | $1,587-88.9% |