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-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,240 |
ADP BROKER-DEALER2+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
RAYMOND JAMES FINANCIAL SERVICES2+ years Filed as: RAYMOND JAMES ASSOCIATES Service code 49 5847 SAN FELIPE ROAD SUITE 1400 · HOUSTON, TX 77057 | Other Services | $0 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $99,808 | $78,705+26.8% | $117,854-15.3% | $70,131+42.3% |
| Participation rate | 94.7% | 73.2%+21.5pp | 79.7%+15.0pp | 69.5%+25.1pp |
| Annual return | 19.42% | 23.30%-3.9pp | 335.08%-315.7pp | 73.14%-53.7pp |
| Employer contribution / active EE | $3,025 | $2,223+36.0% | $3,786-20.1% | $2,342+29.1% |
| Participant deferral / active EE | $2,831 | $3,297-14.1% | $4,482-36.8% | $3,332-15.0% |
| Admin fee / account holder | $39 | $5,065-99.2% | $8,020-99.5% | $4,645-99.2% |