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 | $58,213 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $24,716 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,715 | $54,193+8.3% | $93,606-37.3% | $77,643-24.4% |
| Participation rate | 96.3% | 63.9%+32.3pp | 68.7%+27.6pp | 70.6%+25.7pp |
| Annual return | 13.84% | 30.54%-16.7pp | 133.20%-119.4pp | 31.24%-17.4pp |
| Employer contribution / active EE | $442 | $1,168-62.2% | $2,420-81.7% | $2,726-83.8% |
| Participant deferral / active EE | $4,976 | $3,144+58.3% | $4,411+12.8% | $4,647+7.1% |
| Admin fee / account holder | $89 | $576-84.6% | $8,285-98.9% | $430-79.4% |