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 | $26,273 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,244 |
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 | $66,041 | $55,415+19.2% | $155,509-57.5% | $74,495-11.3% |
| Participation rate | 81.3% | 61.9%+19.4pp | 78.2%+3.1pp | 67.2%+14.1pp |
| Annual return | 13.90% | 268.50%-254.6pp | 64.67%-50.8pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $2,953 | $2,267+30.2% | $4,672-36.8% | $2,623+12.6% |
| Participant deferral / active EE | $4,938 | $2,836+74.1% | $5,626-12.2% | $4,346+13.6% |
| Admin fee / account holder | $211 | $1,738-87.9% | $15,912-98.7% | $1,942-89.1% |