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-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $29,476 |
EIDE BAILLY LLP5 years Service code 15 · EIN 45-0250958 | Recordkeeping | $17,796 |
MMA SECURITIES LLC6 years Filed as: MMA SECURITIES, LLC Service code 15 · EIN 22-3570392 | Recordkeeping | $15,457 |
ADP BROKER-DEALER6 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 | $39,178 | $87,870-55.4% | $113,168-65.4% | $74,304-47.3% |
| Participation rate | 93.8% | 70.7%+23.1pp | 76.6%+17.3pp | 60.3%+33.5pp |
| Annual return | 23.07% | 26.44%-3.4pp | 24.27%-1.2pp | 29.43%-6.4pp |
| Employer contribution / active EE | $1,096 | $2,277-51.9% | $2,975-63.2% | $2,241-51.1% |
| Participant deferral / active EE | $3,958 | $4,241-6.7% | $5,107-22.5% | $3,767+5.1% |
| Admin fee / account holder | $296 | $3,368-91.2% | $12,068-97.5% | $2,969-90.0% |