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 | $2,401 |
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 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $24,211 | $82,032-70.5% | $123,104-80.3% | $59,632-59.4% |
| Participation rate | 78.4% | 83.2%-4.8pp | 86.8%-8.4pp | 68.7%+9.7pp |
| Annual return | 1.39% | 5.12%-3.7pp | 13.22%-11.8pp | 2041.28%-2039.9pp |
| Employer contribution / active EE | $549 | $3,297-83.4% | $5,151-89.4% | $2,203-75.1% |
| Participant deferral / active EE | $2,787 | $4,667-40.3% | $6,230-55.3% | $3,192-12.7% |
| Admin fee / account holder | $23 | $5,881-99.6% | $9,015-99.7% | $4,297-99.5% |