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 | $28,711 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $12,291 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,424 | $41,078+32.5% | $80,569-32.5% | $71,457-23.8% |
| Participation rate | 63.0% | 50.2%+12.8pp | 67.0%-4.0pp | 67.9%-4.9pp |
| Annual return | 17.87% | 38.45%-20.6pp | 935.43%-917.6pp | 28.85%-11.0pp |
| Employer contribution / active EE | $1,978 | $1,506+31.4% | $2,723-27.4% | $2,588-23.6% |
| Participant deferral / active EE | $2,472 | $2,699-8.4% | $4,447-44.4% | $4,289-42.4% |
| Admin fee / account holder | $86 | $1,840-95.3% | $5,377-98.4% | $1,587-94.6% |