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 4-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 | $43,263 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 15 · EIN 95-2834236 | Recordkeeping | $7,414 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,649 | $50,982-49.7% | $154,803-83.4% | $85,563-70.0% |
| Participation rate | 72.1% | 59.8%+12.4pp | 78.1%-5.9pp | 66.0%+6.2pp |
| Annual return | 19.35% | 30.35%-11.0pp | 58.88%-39.5pp | 31.51%-12.2pp |
| Employer contribution / active EE | $0 | $1,708-100.0% | $4,305-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $2,980 | $2,474+20.4% | $5,540-46.2% | $4,375-31.9% |
| Admin fee / account holder | $203 | $846-76.0% | $14,329-98.6% | $834-75.7% |