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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $19,789 |
RELIANCE TRUST COMPANY1 year Filed as: RELIANCE TRUST Service code 21 · EIN 58-1428634 | Bank Trustee | $236 |
ADP BROKER-DEALER3 years Service code 21 · EIN 22-3319984 | Bank Trustee | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,820 | $48,750+69.9% | $88,946-6.9% | $74,304+11.5% |
| Participation rate | 95.0% | 44.5%+50.5pp | 68.8%+26.1pp | 60.3%+34.6pp |
| Annual return | 14.50% | 25.91%-11.4pp | 57.82%-43.3pp | 29.43%-14.9pp |
| Employer contribution / active EE | $4,169 | $1,255+232.2% | $2,555+63.2% | $2,241+86.0% |
| Participant deferral / active EE | $5,472 | $2,423+125.8% | $4,581+19.4% | $3,767+45.2% |
| Admin fee / account holder | $147 | $3,756-96.1% | $8,261-98.2% | $2,969-95.1% |