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 |
|---|---|---|
ROCKEFELLER FINANCIAL LLC2 years Service code 15 · EIN 82-3226180 | Recordkeeping | $25,134 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,168 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,270 | $62,603-50.1% | $104,294-70.0% | $66,914-53.3% |
| Participation rate | 46.3% | 59.6%-13.3pp | 73.3%-27.0pp | 69.8%-23.5pp |
| Annual return | -15.38% | -14.70%-0.7pp | 24.61%-40.0pp | 1.58%-17.0pp |
| Employer contribution / active EE | $1,533 | $1,972-22.2% | $3,372-54.5% | $2,544-39.7% |
| Participant deferral / active EE | $3,409 | $2,853+19.5% | $4,625-26.3% | $4,237-19.5% |
| Admin fee / account holder | $144 | $656-78.0% | $7,339-98.0% | $593-75.7% |