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 |
|---|---|---|
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $39,555 |
Filed as: SEIA LLC Service code 15 · EIN 95-4806910 | Recordkeeping | $23,805 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,649 | $89,652-60.2% | $141,162-74.7% | $65,185-45.3% |
| Participation rate | 92.7% | 74.7%+18.0pp | 82.5%+10.2pp | 70.2%+22.5pp |
| Annual return | 24.36% | 32.79%-8.4pp | 71.39%-47.0pp | 29.38%-5.0pp |
| Employer contribution / active EE | $2,110 | $3,065-31.2% | $4,735-55.4% | $2,177-3.1% |
| Participant deferral / active EE | $3,936 | $5,691-30.8% | $6,709-41.3% | $3,514+12.0% |
| Admin fee / account holder | $176 | $569-69.0% | $10,261-98.3% | $847-79.2% |