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 | $38,089 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $16,430 |
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 | $47,904 | $73,360-34.7% | $177,989-73.1% | $74,495-35.7% |
| Participation rate | 97.4% | 66.6%+30.7pp | 77.1%+20.3pp | 67.2%+30.2pp |
| Annual return | 14.79% | 17.49%-2.7pp | 294.48%-279.7pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $3,670 | $2,216+65.6% | $3,949-7.0% | $2,623+39.9% |
| Participant deferral / active EE | $7,175 | $4,513+59.0% | $6,276+14.3% | $4,346+65.1% |
| Admin fee / account holder | $67 | $1,808-96.3% | $10,363-99.4% | $1,942-96.6% |