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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $27,820 |
SENTINEL PENSION ADVISORS10+ years Service code 15 · EIN 04-3422848 | Recordkeeping | $22,814 |
ADP BROKER-DEALER8 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,724 | $62,127+41.2% | $81,382+7.8% | $74,495+17.8% |
| Participation rate | 98.5% | 64.0%+34.5pp | 69.5%+29.1pp | 67.2%+31.3pp |
| Annual return | 13.04% | 16.48%-3.4pp | 24.73%-11.7pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $1,786 | $1,882-5.1% | $2,463-27.5% | $2,623-31.9% |
| Participant deferral / active EE | $6,277 | $3,229+94.4% | $3,883+61.7% | $4,346+44.4% |
| Admin fee / account holder | $218 | $1,934-88.7% | $5,768-96.2% | $1,942-88.8% |