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 18 · EIN 13-5674085 | Sub-transfer agency fees; Distributio... | $38,092 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,500 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $62,637 | $57,108+9.7% | $94,224-33.5% | $52,331+19.7% |
| Participation rate | 76.0% | 72.9%+3.0pp | 78.8%-2.8pp | 68.1%+7.9pp |
| Annual return | -0.01% | 1.47%-1.5pp | 10.68%-10.7pp | 4.54%-4.6pp |
| Employer contribution / active EE | $585 | $1,735-66.3% | $3,587-83.7% | $1,882-68.9% |
| Participant deferral / active EE | $3,555 | $3,040+17.0% | $4,320-17.7% | $3,022+17.6% |
| Admin fee / account holder | $13 | $546-97.5% | $6,269-99.8% | $592-97.7% |