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+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,392 |
ADP BROKER-DEALER1+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES ASSOCIATES Service code 49 5847 SAN FELIPE ROAD SUITE 1400 · HOUSTON, TX 77057 | Other Services | $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 | $90,626 | $69,977+29.5% | $108,579-16.5% | $62,891+44.1% |
| Participation rate | 89.8% | 72.9%+16.9pp | 79.6%+10.2pp | 69.3%+20.5pp |
| Annual return | 8.80% | 10.73%-1.9pp | -51.70%+60.5pp | 20.14%-11.3pp |
| Employer contribution / active EE | $4,078 | $2,135+91.0% | $3,758+8.5% | $2,281+78.8% |
| Participant deferral / active EE | $2,119 | $3,165-33.1% | $4,311-50.9% | $3,203-33.9% |
| Admin fee / account holder | $35 | $5,076-99.3% | $7,645-99.5% | $4,296-99.2% |