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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $73,598 |
BDO USA, LLP2 years Filed as: BDO USA , LLP Service code 15 · EIN 13-5381590 | Recordkeeping | $20,515 |
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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $333,601 | $95,416+249.6% | $185,823+79.5% | $85,850+288.6% |
| Participation rate | 98.5% | 68.8%+29.7pp | 81.7%+16.8pp | 69.3%+29.2pp |
| Annual return | 11.85% | 23.59%-11.7pp | 122.05%-110.2pp | 318.53%-306.7pp |
| Employer contribution / active EE | $3,178 | $3,314-4.1% | $5,167-38.5% | $2,565+23.9% |
| Participant deferral / active EE | $6,329 | $3,423+84.9% | $5,568+13.7% | $3,952+60.2% |
| Admin fee / account holder | $596 | $7,213-91.7% | $16,237-96.3% | $6,260-90.5% |