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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $32,774 |
Filed as: SEIA LLC Service code 15 · EIN 95-4806910 | Recordkeeping | $25,325 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,152 | $84,487-59.6% | $125,339-72.8% | $66,914-49.0% |
| Participation rate | 93.3% | 76.4%+16.9pp | 82.4%+10.9pp | 69.8%+23.5pp |
| Annual return | -17.69% | -8.39%-9.3pp | 572.05%-589.7pp | 1.58%-19.3pp |
| Employer contribution / active EE | $2,623 | $3,553-26.2% | $4,814-45.5% | $2,544+3.1% |
| Participant deferral / active EE | $4,804 | $6,781-29.2% | $7,446-35.5% | $4,237+13.4% |
| Admin fee / account holder | $168 | $685-75.5% | $10,010-98.3% | $593-71.7% |