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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $17,026 |
CK FINANCIAL LLC5 years Service code 15 · EIN 46-2725880 | Recordkeeping | $8,835 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,696 | $84,487-28.2% | $125,339-51.6% | $66,914-9.3% |
| Participation rate | 76.8% | 76.4%+0.4pp | 82.4%-5.6pp | 69.8%+7.0pp |
| Annual return | -19.15% | -8.39%-10.8pp | 572.05%-591.2pp | 1.58%-20.7pp |
| Employer contribution / active EE | $2,073 | $3,553-41.6% | $4,814-56.9% | $2,544-18.5% |
| Participant deferral / active EE | $8,483 | $6,781+25.1% | $7,446+13.9% | $4,237+100.2% |
| Admin fee / account holder | $183 | $685-73.2% | $10,010-98.2% | $593-69.1% |