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 |
|---|---|---|
Filed as: SEIA LLC Service code 15 · EIN 95-4806910 | Recordkeeping | $28,264 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $27,286 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,873 | $101,317-44.9% | $146,958-62.0% | $74,495-25.0% |
| Participation rate | 94.3% | 75.5%+18.8pp | 82.2%+12.1pp | 67.2%+27.1pp |
| Annual return | 14.89% | 8730.91%-8716.0pp | 418.34%-403.4pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $3,626 | $3,810-4.8% | $4,933-26.5% | $2,623+38.3% |
| Participant deferral / active EE | $7,276 | $7,303-0.4% | $8,070-9.8% | $4,346+67.4% |
| Admin fee / account holder | $209 | $1,739-88.0% | $12,998-98.4% | $1,942-89.2% |