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 6-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 |
|---|---|---|
401K GENERATION1 year Service code 15 · EIN 26-4477125 | Recordkeeping | $37,854 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,818 |
ADP BROKER-DEALER3+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
ADP BROKER-DEALER1 year Filed as: ADP BROKER-DEALER, INC. Service code 59 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,648 | $50,956-35.9% | $96,562-66.2% | $86,799-62.4% |
| Participation rate | 76.1% | 65.2%+10.9pp | 69.8%+6.3pp | 72.3%+3.9pp |
| Annual return | 15.12% | 21.27%-6.1pp | 37.78%-22.7pp | 97.91%-82.8pp |
| Employer contribution / active EE | $1,502 | $1,111+35.2% | $2,356-36.3% | $2,405-37.6% |
| Participant deferral / active EE | $3,578 | $2,954+21.1% | $3,849-7.0% | $4,131-13.4% |
| Admin fee / account holder | $153 | $166-7.7% | $6,181-97.5% | $170-9.6% |