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 |
|---|---|---|
GLASS JACOBSON INVESTMENT ADVISORS2 years Filed as: GLASS JACOBSON INVESTMENT ADVISORS, Service code 15 · EIN 52-2214000 | Recordkeeping | $65,096 |
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $41,669 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $47,119 | $65,223-27.8% | $80,019-41.1% | $55,725-15.4% |
| Participation rate | 97.7% | 80.6%+17.1pp | 75.8%+21.9pp | 70.9%+26.8pp |
| Annual return | -8.34% | 7.59%-15.9pp | 11.22%-19.6pp | 244.93%-253.3pp |
| Employer contribution / active EE | $2,952 | $2,544+16.0% | $2,468+19.6% | $2,078+42.1% |
| Participant deferral / active EE | $5,587 | $3,881+44.0% | $3,686+51.6% | $3,356+66.5% |
| Admin fee / account holder | $245 | $114+114.9% | $6,521-96.2% | $115+113.1% |