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-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $7,857 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
NFP RETIREMENT INC1+ years Filed as: NFP - NATIONAL FINANCIAL PARTNERS Service code 49 6500 ROCK SPRING DR STE 410 · BETHESDA, MD 20817 | Other Services | $0 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET CORPORATION Service code 21 · EIN 04-1867445 | Bank Trustee | $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 | $42,944 | $52,519-18.2% | $155,790-72.4% | $59,632-28.0% |
| Participation rate | 95.8% | 61.7%+34.1pp | 76.1%+19.7pp | 68.7%+27.2pp |
| Annual return | -0.21% | 53.51%-53.7pp | 71.54%-71.7pp | 2041.28%-2041.5pp |
| Employer contribution / active EE | $2,399 | $1,589+51.0% | $3,836-37.5% | $2,203+8.9% |
| Participant deferral / active EE | $5,401 | $3,084+75.1% | $4,797+12.6% | $3,192+69.2% |
| Admin fee / account holder | $49 | $3,540-98.6% | $7,478-99.3% | $4,297-98.9% |