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 | $23,542 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,933 |
ADP BROKER-DEALER9+ 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 | $90,349 | $54,701+65.2% | $86,188+4.8% | $71,457+26.4% |
| Participation rate | 92.5% | 60.1%+32.4pp | 69.0%+23.5pp | 67.9%+24.5pp |
| Annual return | 17.14% | 20.06%-2.9pp | 1168.45%-1151.3pp | 28.85%-11.7pp |
| Employer contribution / active EE | $874 | $1,265-30.9% | $2,380-63.3% | $2,588-66.2% |
| Participant deferral / active EE | $4,595 | $3,108+47.8% | $3,985+15.3% | $4,289+7.1% |
| Admin fee / account holder | $159 | $1,922-91.7% | $6,852-97.7% | $1,587-90.0% |