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 20-8764829 | Recordkeeping | $8,227 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,961 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,482 | $101,317-34.4% | $146,958-54.8% | $74,495-10.8% |
| Participation rate | 79.9% | 75.5%+4.3pp | 82.2%-2.3pp | 67.2%+12.7pp |
| Annual return | 5.87% | 8730.91%-8725.0pp | 418.34%-412.5pp | 1364.94%-1359.1pp |
| Employer contribution / active EE | $1,146 | $3,810-69.9% | $4,933-76.8% | $2,623-56.3% |
| Participant deferral / active EE | $8,498 | $7,303+16.4% | $8,070+5.3% | $4,346+95.5% |
| Admin fee / account holder | $224 | $1,739-87.1% | $12,998-98.3% | $1,942-88.4% |