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 | $40,446 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $17,572 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,579 | $61,156+113.5% | $185,823-29.7% | $79,386+64.5% |
| Participation rate | 97.5% | 66.6%+30.8pp | 81.7%+15.8pp | 70.7%+26.8pp |
| Annual return | 13.81% | 19.45%-5.6pp | 122.05%-108.2pp | 116.85%-103.0pp |
| Employer contribution / active EE | $6,671 | $2,321+187.5% | $5,167+29.1% | $2,427+174.8% |
| Participant deferral / active EE | $6,713 | $2,789+140.7% | $5,568+20.6% | $4,046+65.9% |
| Admin fee / account holder | $360 | $710-49.2% | $16,237-97.8% | $626-42.5% |