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 |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,191 |
ADP BROKER-DEALER6 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL6 years Service code 49 325 COLUMBIA TURNPIKE STE 106 · FLORHAM PARK, NJ 07932 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,490 | $37,393-45.2% | $77,024-73.4% | $66,914-69.4% |
| Participation rate | 74.8% | 52.9%+22.0pp | 67.9%+6.9pp | 69.8%+5.0pp |
| Annual return | -15.55% | -3.29%-12.3pp | 42.32%-57.9pp | 1.58%-17.1pp |
| Employer contribution / active EE | $0 | $1,531-100.0% | $2,812-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $4,036 | $2,617+54.2% | $4,426-8.8% | $4,237-4.7% |
| Admin fee / account holder | $51 | $567-91.0% | $5,425-99.1% | $593-91.4% |