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 | $51,152 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $9,763 |
ADP BROKER-DEALER8 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 | $192,890 | $86,929+121.9% | $102,423+88.3% | $80,856+138.6% |
| Participation rate | 71.1% | 72.4%-1.2pp | 76.5%-5.4pp | 67.6%+3.5pp |
| Annual return | 14.30% | 18.88%-4.6pp | 29.32%-15.0pp | 35.59%-21.3pp |
| Employer contribution / active EE | $3,150 | $2,369+33.0% | $3,023+4.2% | $2,755+14.4% |
| Participant deferral / active EE | $5,138 | $4,118+24.8% | $5,053+1.7% | $4,296+19.6% |
| Admin fee / account holder | $655 | $8,049-91.9% | $9,451-93.1% | $6,918-90.5% |