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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $50,305 |
MERCER3 years Filed as: MERCER INVESTMENT MANAGEMENT, INC. Service code 15 · EIN 30-0282430 | Recordkeeping | $25,000 |
ADP BROKER-DEALER5 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 | $73,752 | $95,274-22.6% | $135,903-45.7% | $74,419-0.9% |
| Participation rate | 86.1% | 78.2%+8.0pp | 81.9%+4.2pp | 70.7%+15.4pp |
| Annual return | 34.99% | 32.77%+2.2pp | 68.23%-33.2pp | 34.38%+0.6pp |
| Employer contribution / active EE | $4,291 | $3,874+10.8% | $4,856-11.6% | $2,637+62.7% |
| Participant deferral / active EE | $14,550 | $7,782+87.0% | $7,758+87.6% | $4,528+221.3% |
| Admin fee / account holder | $152 | $266-43.1% | $10,762-98.6% | $348-56.4% |