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 |
|---|---|---|
Filed as: AUSDAL FINANCIAL PARTNERS, INC. Service code 15 · EIN 42-1129623 | Recordkeeping | $43,851 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,334 |
ADP BROKER-DEALER7 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $152,002 | $76,050+99.9% | $96,544+57.4% | $71,457+112.7% |
| Participation rate | 76.1% | 74.4%+1.7pp | 76.0%+0.2pp | 67.9%+8.2pp |
| Annual return | 16.27% | 22.81%-6.5pp | 25.84%-9.6pp | 28.85%-12.6pp |
| Employer contribution / active EE | $3,124 | $2,244+39.2% | $2,965+5.4% | $2,588+20.7% |
| Participant deferral / active EE | $4,995 | $4,215+18.5% | $4,851+3.0% | $4,289+16.5% |
| Admin fee / account holder | $474 | $2,707-82.5% | $8,252-94.3% | $1,587-70.1% |