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 15 · EIN 13-5674085 | Recordkeeping | $49,021 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,462 |
ADP BROKER-DEALER5 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,890 | $106,028-27.5% | $146,958-47.7% | $77,643-1.0% |
| Participation rate | 93.6% | 78.4%+15.2pp | 82.2%+11.4pp | 70.6%+23.0pp |
| Annual return | 16.23% | 56.73%-40.5pp | 418.34%-402.1pp | 31.24%-15.0pp |
| Employer contribution / active EE | $4,014 | $4,063-1.2% | $4,933-18.6% | $2,726+47.3% |
| Participant deferral / active EE | $8,940 | $7,990+11.9% | $8,070+10.8% | $4,647+92.4% |
| Admin fee / account holder | $118 | $337-65.1% | $12,998-99.1% | $430-72.6% |