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 |
|---|---|---|
HEADQUARTERS ADVISORY GROUP, LLC6 years Service code 15 · EIN 22-3709420 | Recordkeeping | $35,948 |
Filed as: HD VEST Service code 15 · EIN 75-2176682 | Recordkeeping | $13,406 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,004 |
Service code 37 · EIN 36-3429599 | Loan Processing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,042 | $78,275-14.3% | $109,143-38.6% | $86,799-22.8% |
| Participation rate | 88.1% | 73.8%+14.3pp | 75.9%+12.3pp | 72.3%+15.9pp |
| Annual return | 18.52% | 19.14%-0.6pp | 25.75%-7.2pp | 97.91%-79.4pp |
| Employer contribution / active EE | $3,881 | $3,105+25.0% | $3,722+4.3% | $2,405+61.4% |
| Participant deferral / active EE | $5,404 | $3,641+48.4% | $4,653+16.1% | $4,131+30.8% |
| Admin fee / account holder | $139 | $198-29.8% | $6,752-97.9% | $170-17.9% |