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-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $57,656 |
Filed as: COMMONWEALTH EQUITY SERVICES, INC. Service code 15 · EIN 04-2675571 | Recordkeeping | $57,352 |
ADP BROKER-DEALER6 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 | $96,082 | $119,446-19.6% | $150,045-36.0% | $85,563+12.3% |
| Participation rate | 81.8% | 75.4%+6.3pp | 82.3%-0.6pp | 66.0%+15.8pp |
| Annual return | 18.41% | 23.72%-5.3pp | 62.55%-44.1pp | 31.51%-13.1pp |
| Employer contribution / active EE | $3,153 | $4,078-22.7% | $4,693-32.8% | $2,654+18.8% |
| Participant deferral / active EE | $11,120 | $7,985+39.3% | $7,997+39.0% | $4,375+154.1% |
| Admin fee / account holder | $148 | $548-73.0% | $13,435-98.9% | $834-82.3% |