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 15 · EIN 13-5674085 | Recordkeeping | $33,563 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,848 |
ADP BROKER-DEALER8+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,904 | $49,451+67.7% | $79,550+4.2% | $66,914+23.9% |
| Participation rate | 91.8% | 61.3%+30.4pp | 69.5%+22.3pp | 69.8%+22.0pp |
| Annual return | -17.55% | 84.25%-101.8pp | 0.16%-17.7pp | 1.58%-19.1pp |
| Employer contribution / active EE | $833 | $1,266-34.1% | $2,413-65.5% | $2,544-67.2% |
| Participant deferral / active EE | $4,703 | $3,159+48.9% | $3,985+18.0% | $4,237+11.0% |
| Admin fee / account holder | $198 | $595-66.6% | $6,832-97.1% | $593-66.6% |