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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $61,951 |
MILLIMAN, INC.5 years Service code 15 · EIN 91-0675641 | Recordkeeping | $45,177 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,009 | $50,956-52.9% | $96,562-75.1% | $86,799-72.3% |
| Participation rate | 87.6% | 65.2%+22.4pp | 69.8%+17.8pp | 72.3%+15.4pp |
| Annual return | 13.18% | 21.27%-8.1pp | 37.78%-24.6pp | 97.91%-84.7pp |
| Employer contribution / active EE | $588 | $1,111-47.1% | $2,356-75.1% | $2,405-75.6% |
| Participant deferral / active EE | $3,268 | $2,954+10.6% | $3,849-15.1% | $4,131-20.9% |
| Admin fee / account holder | $184 | $166+10.9% | $6,181-97.0% | $170+8.6% |