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 |
|---|---|---|
ADVISORNET FINANCIAL4 years Service code 15 · EIN 41-1378662 | Recordkeeping | $14,018 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,090 |
Service code 15 · EIN 86-3753384 | Recordkeeping | $5,046 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $64,692 | $93,182-30.6% | $146,665-55.9% | $79,386-18.5% |
| Participation rate | 55.0% | 76.4%-21.5pp | 80.1%-25.1pp | 70.7%-15.7pp |
| Annual return | 12.17% | 21.61%-9.4pp | 22.74%-10.6pp | 116.85%-104.7pp |
| Employer contribution / active EE | $1,763 | $2,420-27.1% | $4,136-57.4% | $2,427-27.4% |
| Participant deferral / active EE | $3,304 | $4,169-20.7% | $5,506-40.0% | $4,046-18.3% |
| Admin fee / account holder | $184 | $585-68.5% | $10,280-98.2% | $626-70.6% |