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 7-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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $61,130 |
Filed as: COMMONWEALTH EQUITY SERVICES, INC. Service code 15 · EIN 04-2675571 | Recordkeeping | $6,145 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $5,191 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,794 | $95,274-39.3% | $135,903-57.5% | $74,419-22.3% |
| Participation rate | 92.2% | 78.2%+14.0pp | 81.9%+10.3pp | 70.7%+21.5pp |
| Annual return | 30.10% | 32.77%-2.7pp | 68.23%-38.1pp | 34.38%-4.3pp |
| Employer contribution / active EE | $6,606 | $3,874+70.5% | $4,856+36.0% | $2,637+150.5% |
| Participant deferral / active EE | $9,063 | $7,782+16.5% | $7,758+16.8% | $4,528+100.2% |
| Admin fee / account holder | $247 | $266-7.1% | $10,762-97.7% | $348-28.9% |