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 | $45,675 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $29,969 |
ADP BROKER-DEALER5 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 | $79,932 | $176,811-54.8% | $146,958-45.6% | - |
| Participation rate | 90.4% | 76.9%+13.5pp | 82.2%+8.2pp | - |
| Annual return | 16.54% | 11.56%+5.0pp | 418.34%-401.8pp | - |
| Employer contribution / active EE | $7,134 | $3,294+116.6% | $4,933+44.6% | - |
| Participant deferral / active EE | $12,074 | $6,900+75.0% | $8,070+49.6% | - |
| Admin fee / account holder | $249 | $27,451-99.1% | $12,998-98.1% | - |