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 6-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 54-1953476 | Recordkeeping | $8,800 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,617 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,309 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,917 | $78,485-54.2% | $106,213-66.2% | $74,495-51.8% |
| Participation rate | 93.8% | 72.8%+21.0pp | 75.3%+18.5pp | 67.2%+26.6pp |
| Annual return | 19.17% | 15.95%+3.2pp | 116.14%-97.0pp | 1364.94%-1345.8pp |
| Employer contribution / active EE | $682 | $2,523-73.0% | $3,171-78.5% | $2,623-74.0% |
| Participant deferral / active EE | $2,194 | $4,322-49.2% | $5,016-56.3% | $4,346-49.5% |
| Admin fee / account holder | $44 | $2,232-98.1% | $11,033-99.6% | $1,942-97.8% |