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 | $1,050 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET CORPORATION Service code 21 · EIN 04-1867445 | Bank Trustee | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $65,542 | $41,854+56.6% | $73,843-11.2% | $52,331+25.2% |
| Participation rate | 68.9% | 66.2%+2.7pp | 73.4%-4.5pp | 68.1%+0.8pp |
| Annual return | 7.63% | 2.11%+5.5pp | 2267.84%-2260.2pp | 4.54%+3.1pp |
| Employer contribution / active EE | $1,102 | $1,920-42.6% | $2,787-60.5% | $1,882-41.4% |
| Participant deferral / active EE | $3,550 | $2,498+42.1% | $3,583-0.9% | $3,022+17.5% |
| Admin fee / account holder | $9 | $493-98.2% | $4,880-99.8% | $592-98.5% |