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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $8,800 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
NFP RETIREMENT INC1 year Filed as: NFP NATIONAL FINANCIAL PARTNERS Service code 49 6500 ROCK SPRING DR STE 410 · BETHESDA, MD 20817 | 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 | $39,537 | $52,639-24.9% | $185,117-78.6% | $62,292-36.5% |
| Participation rate | 99.1% | 63.9%+35.2pp | 77.3%+21.8pp | 69.5%+29.6pp |
| Annual return | 14.87% | 19.57%-4.7pp | 40.50%-25.6pp | 28.90%-14.0pp |
| Employer contribution / active EE | $2,579 | $1,483+74.0% | $4,182-38.3% | $2,042+26.3% |
| Participant deferral / active EE | $4,901 | $3,097+58.2% | $5,045-2.9% | $3,169+54.7% |
| Admin fee / account holder | $44 | $374-88.3% | $8,159-99.5% | $479-90.9% |