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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $31,780 |
LPL FINANCIAL4 years Service code 15 · EIN 04-3046611 | Recordkeeping | $22,723 |
ADP BROKER-DEALER4 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 | $33,519 | $101,317-66.9% | $146,958-77.2% | $74,495-55.0% |
| Participation rate | 94.2% | 75.5%+18.6pp | 82.2%+12.0pp | 67.2%+27.0pp |
| Annual return | 13.71% | 8730.91%-8717.2pp | 418.34%-404.6pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $1,872 | $3,810-50.9% | $4,933-62.1% | $2,623-28.6% |
| Participant deferral / active EE | $4,565 | $7,303-37.5% | $8,070-43.4% | $4,346+5.1% |
| Admin fee / account holder | $273 | $1,739-84.3% | $12,998-97.9% | $1,942-86.0% |