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 61-1816241 | Recordkeeping | $20,705 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,003 |
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 | $70,161 | $99,957-29.8% | $149,696-53.1% | $73,488-4.5% |
| Participation rate | 80.0% | 75.7%+4.3pp | 82.5%-2.5pp | 70.7%+9.3pp |
| Annual return | 16.42% | 53.87%-37.4pp | 276.60%-260.2pp | 28.51%-12.1pp |
| Employer contribution / active EE | $3,310 | $3,191+3.7% | $4,644-28.7% | $2,270+45.8% |
| Participant deferral / active EE | $6,125 | $6,073+0.9% | $6,842-10.5% | $3,740+63.8% |
| Admin fee / account holder | $206 | $551-62.5% | $9,309-97.8% | $513-59.8% |