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 |
|---|---|---|
Filed as: HD VEST Service code 15 · EIN 75-2176682 | Recordkeeping | $5,040 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,074 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,261 | $69,763-75.3% | $67,502-74.4% | $74,495-76.8% |
| Participation rate | 93.7% | 71.4%+22.3pp | 72.9%+20.8pp | 67.2%+26.5pp |
| Annual return | 16.60% | -40.34%+56.9pp | 3512.12%-3495.5pp | 1364.94%-1348.3pp |
| Employer contribution / active EE | $1,886 | $2,704-30.3% | $2,731-30.9% | $2,623-28.1% |
| Participant deferral / active EE | $4,441 | $3,636+22.1% | $4,000+11.0% | $4,346+2.2% |
| Admin fee / account holder | $55 | $896-93.9% | $3,998-98.6% | $1,942-97.2% |