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 52 · EIN 13-5674085 | Indirect Investment Fees | $60,206 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,546 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $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 | $80,719 | $49,138+64.3% | $84,015-3.9% | $65,185+23.8% |
| Participation rate | 92.4% | 60.7%+31.6pp | 69.0%+23.3pp | 70.2%+22.2pp |
| Annual return | 22.99% | 23.00%0pp | 71.31%-48.3pp | 29.38%-6.4pp |
| Employer contribution / active EE | $688 | $914-24.7% | $1,983-65.3% | $2,177-68.4% |
| Participant deferral / active EE | $3,764 | $2,397+57.0% | $3,239+16.2% | $3,514+7.1% |
| Admin fee / account holder | $16 | $543-97.0% | $6,101-99.7% | $847-98.1% |