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 52 · EIN 13-5674085 | Indirect Investment Fees | $17,051 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,814 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,263 | $58,879-63.9% | $178,490-88.1% | $73,488-71.1% |
| Participation rate | 92.9% | 66.2%+26.7pp | 81.9%+11.0pp | 70.7%+22.2pp |
| Annual return | 10.53% | 24.86%-14.3pp | 151.07%-140.5pp | 28.51%-18.0pp |
| Employer contribution / active EE | $287 | $2,236-87.2% | $5,011-94.3% | $2,270-87.4% |
| Participant deferral / active EE | $3,260 | $2,567+27.0% | $5,202-37.3% | $3,740-12.8% |
| Admin fee / account holder | $5 | $400-98.7% | $13,984-100.0% | $513-99.0% |