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 87-3523115 | Recordkeeping | $12,000 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,454 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,800 | $40,385-31.2% | $80,569-65.5% | $74,419-62.6% |
| Participation rate | 48.7% | 47.4%+1.2pp | 67.0%-18.3pp | 70.7%-22.1pp |
| Annual return | 19.55% | 164.85%-145.3pp | 935.43%-915.9pp | 34.38%-14.8pp |
| Employer contribution / active EE | $1,391 | $1,496-7.0% | $2,723-48.9% | $2,637-47.2% |
| Participant deferral / active EE | $2,556 | $2,674-4.4% | $4,447-42.5% | $4,528-43.6% |
| Admin fee / account holder | $58 | $720-91.9% | $5,377-98.9% | $348-83.3% |