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 13-5674085 | Recordkeeping | $65,588 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $30,659 |
ADP BROKER-DEALER8 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,888 | $49,915+80.1% | $154,803-41.9% | $74,304+21.0% |
| Participation rate | 95.8% | 54.0%+41.9pp | 78.1%+17.8pp | 60.3%+35.5pp |
| Annual return | 15.44% | 34.06%-18.6pp | 58.88%-43.4pp | 29.43%-14.0pp |
| Employer contribution / active EE | $2,189 | $1,611+35.9% | $4,305-49.2% | $2,241-2.3% |
| Participant deferral / active EE | $7,893 | $2,255+250.1% | $5,540+42.5% | $3,767+109.5% |
| Admin fee / account holder | $152 | $2,189-93.1% | $14,329-98.9% | $2,969-94.9% |