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 |
|---|---|---|
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,630 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: AMERIPIRSE FINANCIAL Service code 49 4000 PONCE DE LEON BLVD · CORAL GABLES, FL 33146 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,401 | $96,484-33.3% | $156,263-58.8% | $74,304-13.3% |
| Participation rate | 76.3% | 67.7%+8.7pp | 78.9%-2.6pp | 60.3%+16.0pp |
| Annual return | 21.20% | 17.73%+3.5pp | 59.47%-38.3pp | 29.43%-8.2pp |
| Employer contribution / active EE | $2,563 | $2,528+1.4% | $4,333-40.9% | $2,241+14.3% |
| Participant deferral / active EE | $7,547 | $4,286+76.1% | $6,158+22.6% | $3,767+100.3% |
| Admin fee / account holder | $26 | $3,728-99.3% | $14,255-99.8% | $2,969-99.1% |