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 52 · EIN 43-5674085 | Indirect Investment Fees | $49,013 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $18,326 |
ADP BROKER-DEALER9+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Service code 37 · EIN 36-3429599 | Loan Processing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,431 | $53,165-5.1% | $86,188-41.5% | $74,419-32.2% |
| Participation rate | 95.4% | 64.9%+30.6pp | 69.0%+26.5pp | 70.7%+24.7pp |
| Annual return | 18.63% | 22.64%-4.0pp | 1168.45%-1149.8pp | 34.38%-15.8pp |
| Employer contribution / active EE | $447 | $1,210-63.1% | $2,380-81.2% | $2,637-83.1% |
| Participant deferral / active EE | $5,073 | $3,234+56.8% | $3,985+27.3% | $4,528+12.0% |
| Admin fee / account holder | $55 | $551-90.0% | $6,852-99.2% | $348-84.1% |