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 9-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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $17,763 |
CK FINANCIAL LLC2 years Service code 15 · EIN 46-2725880 | Recordkeeping | $7,858 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,500 | $89,652-33.6% | $141,162-57.9% | $65,185-8.7% |
| Participation rate | 80.3% | 74.7%+5.6pp | 82.5%-2.1pp | 70.2%+10.1pp |
| Annual return | 24.00% | 32.79%-8.8pp | 71.39%-47.4pp | 29.38%-5.4pp |
| Employer contribution / active EE | $1,669 | $3,065-45.5% | $4,735-64.7% | $2,177-23.3% |
| Participant deferral / active EE | $7,389 | $5,691+29.8% | $6,709+10.1% | $3,514+110.3% |
| Admin fee / account holder | $179 | $569-68.5% | $10,261-98.3% | $847-78.8% |