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 13-5674085 | Recordkeeping | $33,999 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $24,920 |
ADP BROKER-DEALER4 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 | $80,720 | $91,407-11.7% | $135,903-40.6% | $71,457+13.0% |
| Participation rate | 71.6% | 75.7%-4.0pp | 81.9%-10.3pp | 67.9%+3.7pp |
| Annual return | 24.60% | 29.90%-5.3pp | 68.23%-43.6pp | 28.85%-4.2pp |
| Employer contribution / active EE | $2,975 | $3,703-19.7% | $4,856-38.7% | $2,588+15.0% |
| Participant deferral / active EE | $10,455 | $7,092+47.4% | $7,758+34.8% | $4,289+143.8% |
| Admin fee / account holder | $263 | $1,266-79.2% | $10,762-97.6% | $1,587-83.4% |