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 | $23,952 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $910 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,832 | $59,107+35.1% | $86,436-7.6% | $68,494+16.6% |
| Participation rate | 92.7% | 75.2%+17.4pp | 80.3%+12.4pp | 67.9%+24.8pp |
| Annual return | -17.67% | -0.23%-17.4pp | 4394.89%-4412.6pp | -7.84%-9.8pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,560 | $5,901+28.1% | $6,952+8.7% | $4,027+87.7% |
| Admin fee / account holder | $219 | $5,637-96.1% | $6,731-96.8% | $5,403-96.0% |