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 82-5320133 | Recordkeeping | $39,327 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $18,023 |
ADP BROKER-DEALER9+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,636 | $69,477+88.0% | $94,646+38.0% | $71,457+82.8% |
| Participation rate | 97.7% | 78.4%+19.2pp | 80.8%+16.8pp | 67.9%+29.7pp |
| Annual return | 18.90% | 29.66%-10.8pp | 156.71%-137.8pp | 28.85%-9.9pp |
| Employer contribution / active EE | $3,775 | $2,853+32.3% | $3,672+2.8% | $2,588+45.9% |
| Participant deferral / active EE | $10,351 | $7,345+40.9% | $7,418+39.5% | $4,289+141.4% |
| Admin fee / account holder | $194 | $1,210-83.9% | $7,231-97.3% | $1,587-87.8% |