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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $94,856 |
Filed as: LOCKTON FINANCIAL ADVISORS, LLC Service code 15 · EIN 20-3247391 | Recordkeeping | $65,045 |
BAKER TILLY US, LLP6+ years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 15 · EIN 39-0859910 | Recordkeeping | $8,000 |
ADP BROKER-DEALER6+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,583 | $41,774+100.1% | $118,925-29.7% | $90,288-7.4% |
| Participation rate | 91.1% | 55.0%+36.1pp | 75.4%+15.7pp | 73.4%+17.7pp |
| Annual return | 16.93% | 16.64%+0.3pp | 35.88%-18.9pp | 53.97%-37.0pp |
| Employer contribution / active EE | $2,973 | $986+201.6% | $3,263-8.9% | $2,524+17.8% |
| Participant deferral / active EE | $5,434 | $1,683+222.8% | $4,265+27.4% | $4,232+28.4% |
| Admin fee / account holder | $132 | $85+55.5% | $6,581-98.0% | $114+15.4% |