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 20-8764829 | Recordkeeping | $48,726 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $41,989 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,620 | $102,553-32.1% | $151,611-54.1% | $66,914+4.0% |
| Participation rate | 98.0% | 85.5%+12.5pp | 87.5%+10.5pp | 69.8%+28.2pp |
| Annual return | -15.85% | -10.82%-5.0pp | 3.33%-19.2pp | 1.58%-17.4pp |
| Employer contribution / active EE | $6,542 | $4,180+56.5% | $6,166+6.1% | $2,544+157.1% |
| Participant deferral / active EE | $6,871 | $6,641+3.5% | $8,363-17.8% | $4,237+62.2% |
| Admin fee / account holder | $359 | $630-43.1% | $11,616-96.9% | $593-39.6% |