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 |
|---|---|---|
Filed as: RBC Service code 15 · EIN 41-1416330 | Recordkeeping | $7,310 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,647 |
ADP BROKER-DEALER5 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,083 | $60,989-62.2% | $60,874-62.1% | $66,914-65.5% |
| Participation rate | 98.3% | 74.5%+23.9pp | 73.1%+25.2pp | 69.8%+28.5pp |
| Annual return | -16.79% | -9.60%-7.2pp | 16.90%-33.7pp | 1.58%-18.4pp |
| Employer contribution / active EE | $1,918 | $2,661-27.9% | $2,701-29.0% | $2,544-24.6% |
| Participant deferral / active EE | $5,888 | $3,615+62.9% | $3,817+54.3% | $4,237+39.0% |
| Admin fee / account holder | $34 | $338-89.9% | $3,224-98.9% | $593-94.2% |