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 |
|---|---|---|
ERNST & YOUNG LLP1 year Service code 15 · EIN 34-6565596 | Recordkeeping | $40,535 |
ADP BROKER-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $18,826 |
SIKICH LLP1 year Filed as: SIKICH CAPITAL MANAGEMENT, LLC Service code 15 · EIN 36-3168081 | Recordkeeping | $15,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,204 | $91,407-53.8% | $135,903-68.9% | $71,457-40.9% |
| Participation rate | 72.2% | 75.7%-3.5pp | 81.9%-9.8pp | 67.9%+4.2pp |
| Annual return | 23.10% | 29.90%-6.8pp | 68.23%-45.1pp | 28.85%-5.7pp |
| Employer contribution / active EE | $0 | $3,703-100.0% | $4,856-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $10,240 | $7,092+44.4% | $7,758+32.0% | $4,289+138.8% |
| Admin fee / account holder | $400 | $1,266-68.4% | $10,762-96.3% | $1,587-74.8% |