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 52 · EIN 13-5674085 | Indirect Investment Fees | $18,948 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $17,986 |
PLANTE & MORAN, PLLC7 years Service code 15 · EIN 38-1357951 | Recordkeeping | $9,000 |
ADP BROKER-DEALER8+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,959 | $71,883-45.8% | $86,677-55.1% | $68,494-43.1% |
| Participation rate | 92.2% | 72.2%+19.9pp | 76.6%+15.6pp | 67.9%+24.3pp |
| Annual return | -16.69% | 3.52%-20.2pp | 35.91%-52.6pp | -7.84%-8.8pp |
| Employer contribution / active EE | $902 | $2,173-58.5% | $2,836-68.2% | $2,596-65.2% |
| Participant deferral / active EE | $2,667 | $3,779-29.4% | $4,656-42.7% | $4,027-33.8% |
| Admin fee / account holder | $248 | $6,112-95.9% | $7,493-96.7% | $5,403-95.4% |