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 | $42,260 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $34,035 |
PRICEKUBECKA PLLC2 years Filed as: PRICEKUBECKA, PLLC Service code 15 · EIN 75-2783674 | Recordkeeping | $10,500 |
ADP BROKER-DEALER7 years Service code 49 · EIN 22-3319984 | Other Services | $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 | $67,983 | $67,9840% | $65,493+3.8% | $74,304-8.5% |
| Participation rate | 72.7% | 66.3%+6.4pp | 73.1%-0.4pp | 60.3%+12.3pp |
| Annual return | 11.87% | 19.87%-8.0pp | 982.45%-970.6pp | 29.43%-17.6pp |
| Employer contribution / active EE | $2,903 | $2,491+16.5% | $2,574+12.8% | $2,241+29.5% |
| Participant deferral / active EE | $3,119 | $3,346-6.8% | $3,961-21.3% | $3,767-17.2% |
| Admin fee / account holder | $393 | $1,373-71.4% | $5,028-92.2% | $2,969-86.8% |