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 5-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 92-2678185 | Recordkeeping | $33,104 |
ADP BROKER-DEALER5+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $16,726 |
ADP BROKER-DEALER5+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,858 | $62,127+28.5% | $81,382-1.9% | $74,495+7.2% |
| Participation rate | 87.6% | 64.0%+23.6pp | 69.5%+18.1pp | 67.2%+20.4pp |
| Annual return | 14.28% | 16.48%-2.2pp | 24.73%-10.5pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $2,877 | $1,882+52.8% | $2,463+16.8% | $2,623+9.7% |
| Participant deferral / active EE | $5,591 | $3,229+73.2% | $3,883+44.0% | $4,346+28.7% |
| Admin fee / account holder | $282 | $1,934-85.4% | $5,768-95.1% | $1,942-85.5% |