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 7-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 18 · EIN 13-5674085 | Distribution (12b-1) fees; Shareholde... | $33,054 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $13,125 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,546 | $72,177-63.2% | $115,037-76.9% | $59,632-55.5% |
| Participation rate | 50.0% | 72.6%-22.6pp | 81.4%-31.4pp | 68.7%-18.7pp |
| Annual return | 2.36% | 12.02%-9.7pp | 26.14%-23.8pp | 2041.28%-2038.9pp |
| Employer contribution / active EE | $4,155 | $2,841+46.2% | $4,608-9.8% | $2,203+88.6% |
| Participant deferral / active EE | $14,266 | $4,783+198.3% | $6,026+136.7% | $3,192+347.0% |
| Admin fee / account holder | $188 | $4,927-96.2% | $8,175-97.7% | $4,297-95.6% |