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 |
|---|---|---|
AMERICAN FUNDS5+ years Filed as: CAPITAL ONE, N.A. Service code 15 · EIN 72-0210640 | Recordkeeping | $59,759 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $40,970 |
ADP BROKER-DEALER5+ 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 | $40,731 | $96,403-57.7% | $93,606-56.5% | $77,787-47.6% |
| Participation rate | 58.6% | 87.6%-29.1pp | 75.8%-17.3pp | 73.2%-14.6pp |
| Annual return | 24.14% | 39.36%-15.2pp | 32.76%-8.6pp | 32.57%-8.4pp |
| Employer contribution / active EE | $1,933 | $3,616-46.5% | $2,718-28.9% | $2,504-22.8% |
| Participant deferral / active EE | $4,014 | $5,341-24.8% | $4,069-1.3% | $3,967+1.2% |
| Admin fee / account holder | $92 | $90+2.3% | $7,888-98.8% | $100-8.5% |