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 |
|---|---|---|
Service code 15 · EIN 36-3429599 | Recordkeeping | $20,656 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $745 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $50,849 | $99,957-49.1% | $149,696-66.0% | $73,488-30.8% |
| Participation rate | 99.4% | 75.7%+23.7pp | 82.5%+17.0pp | 70.7%+28.8pp |
| Annual return | 27.90% | 53.87%-26.0pp | 276.60%-248.7pp | 28.51%-0.6pp |
| Employer contribution / active EE | $3,273 | $3,191+2.6% | $4,644-29.5% | $2,270+44.2% |
| Participant deferral / active EE | $8,478 | $6,073+39.6% | $6,842+23.9% | $3,740+126.7% |
| Admin fee / account holder | $106 | $551-80.8% | $9,309-98.9% | $513-79.3% |