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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $13,510 |
Filed as: SNOWDEN CAPITAL ADVISORS Service code 15 · EIN 45-0997570 | Recordkeeping | $8,485 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,941 | $26,114-27.5% | $58,482-67.6% | $74,419-74.5% |
| Participation rate | 24.3% | 32.1%-7.9pp | 50.9%-26.6pp | 70.7%-46.5pp |
| Annual return | 17.82% | 32.51%-14.7pp | 4239.32%-4221.5pp | 34.38%-16.6pp |
| Employer contribution / active EE | $526 | $536-1.8% | $1,053-50.1% | $2,637-80.1% |
| Participant deferral / active EE | $1,028 | $1,075-4.4% | $1,924-46.6% | $4,528-77.3% |
| Admin fee / account holder | $91 | $649-86.0% | $2,516-96.4% | $348-73.9% |