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 |
|---|---|---|
401K ADVISORS INC2 years Service code 15 · EIN 33-0905143 | Recordkeeping | $18,337 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $15,389 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,053 | $78,485+16.0% | $106,213-14.3% | $74,495+22.2% |
| Participation rate | 96.9% | 72.8%+24.0pp | 75.3%+21.6pp | 67.2%+29.6pp |
| Annual return | 16.65% | 15.95%+0.7pp | 116.14%-99.5pp | 1364.94%-1348.3pp |
| Employer contribution / active EE | $2,766 | $2,523+9.6% | $3,171-12.8% | $2,623+5.4% |
| Participant deferral / active EE | $4,462 | $4,322+3.2% | $5,016-11.0% | $4,346+2.7% |
| Admin fee / account holder | $167 | $2,232-92.5% | $11,033-98.5% | $1,942-91.4% |