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 13-5674085 | Recordkeeping | $16,136 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,480 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,035 | $76,367+3.5% | $93,606-15.6% | $72,985+8.3% |
| Participation rate | 83.5% | 71.7%+11.8pp | 75.8%+7.7pp | 69.5%+14.0pp |
| Annual return | 20.29% | 25.82%-5.5pp | 32.76%-12.5pp | 81.00%-60.7pp |
| Employer contribution / active EE | $442 | $2,275-80.6% | $2,718-83.8% | $2,440-81.9% |
| Participant deferral / active EE | $2,591 | $3,538-26.8% | $4,069-36.3% | $3,607-28.2% |
| Admin fee / account holder | $182 | $6,838-97.3% | $7,888-97.7% | $5,124-96.5% |