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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $39,819 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $36,156 |
MOORE COLSON7+ years Service code 15 · EIN 58-1653941 | Recordkeeping | $18,250 |
ADP BROKER-DEALER7+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Service code 37 · EIN 36-3429599 | Loan Processing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,221 | $104,317-15.4% | $159,436-44.7% | $86,799+1.6% |
| Participation rate | 76.2% | 77.7%-1.5pp | 82.8%-6.6pp | 72.3%+4.0pp |
| Annual return | 16.61% | 26.32%-9.7pp | 263.57%-247.0pp | 97.91%-81.3pp |
| Employer contribution / active EE | $3,866 | $3,451+12.0% | $4,829-20.0% | $2,405+60.7% |
| Participant deferral / active EE | $8,529 | $6,837+24.7% | $7,352+16.0% | $4,131+106.5% |
| Admin fee / account holder | $261 | $172+51.7% | $10,799-97.6% | $170+54.1% |