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 | $17,802 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $660 |
ADP BROKER-DEALER2 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 | $42,980 | $51,197-16.0% | $82,719-48.0% | $66,914-35.8% |
| Participation rate | 92.0% | 67.8%+24.1pp | 72.6%+19.4pp | 69.8%+22.2pp |
| Annual return | -14.99% | -9.64%-5.4pp | 701.18%-716.2pp | 1.58%-16.6pp |
| Employer contribution / active EE | $495 | $2,611-81.0% | $3,009-83.5% | $2,544-80.5% |
| Participant deferral / active EE | $4,876 | $3,458+41.0% | $4,395+11.0% | $4,237+15.1% |
| Admin fee / account holder | $105 | $416-74.6% | $5,329-98.0% | $593-82.2% |