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 | $29,959 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,637 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Service code 37 · EIN 36-3429599 | Loan Processing | $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 | $56,251 | $78,781-28.6% | $100,516-44.0% | $73,409-23.4% |
| Participation rate | 76.3% | 80.0%-3.7pp | 79.4%-3.1pp | 72.2%+4.2pp |
| Annual return | 16.53% | 31.69%-15.2pp | 30.89%-14.4pp | 59.29%-42.8pp |
| Employer contribution / active EE | $2,577 | $2,420+6.5% | $3,418-24.6% | $2,234+15.4% |
| Participant deferral / active EE | $5,081 | $6,537-22.3% | $6,270-19.0% | $3,805+33.5% |
| Admin fee / account holder | $55 | $145-62.2% | $8,081-99.3% | $158-65.2% |