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 |
|---|---|---|
Service code 15 · EIN 14-1764768 | Recordkeeping | $33,808 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $5,525 |
ADP BROKER-DEALER2+ years Filed as: ADP BROKER DEALER Service code 59 | Shareholder Servicing | $0 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $26,092 | $39,859-34.5% | $78,689-66.8% | $57,658-54.7% |
| Participation rate | 98.5% | 66.1%+32.5pp | 73.6%+25.0pp | 70.2%+28.3pp |
| Annual return | 9.65% | 18.96%-9.3pp | 62.18%-52.5pp | 5.13%+4.5pp |
| Employer contribution / active EE | $4,027 | $1,786+125.5% | $2,851+41.3% | $1,974+104.0% |
| Participant deferral / active EE | $4,980 | $2,248+121.5% | $3,517+41.6% | $3,061+62.7% |
| Admin fee / account holder | $50 | $76-34.2% | $4,510-98.9% | $95-46.9% |