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 | $45,448 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,940 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,340 | $77,660+73.0% | $109,143+23.1% | $79,386+69.2% |
| Participation rate | 91.2% | 67.8%+23.4pp | 75.9%+15.3pp | 70.7%+20.5pp |
| Annual return | 13.95% | 23.44%-9.5pp | 25.75%-11.8pp | 116.85%-102.9pp |
| Employer contribution / active EE | $7,595 | $2,797+171.5% | $3,722+104.1% | $2,427+212.9% |
| Participant deferral / active EE | $6,940 | $3,518+97.3% | $4,653+49.2% | $4,046+71.6% |
| Admin fee / account holder | $322 | $732-56.0% | $6,752-95.2% | $626-48.6% |