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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $61,347 |
Filed as: LANGLEY, WILLIAMS & COMPANY, L.L.C. Service code 15 · EIN 72-0847443 | Recordkeeping | $10,000 |
ADP BROKER-DEALER9+ 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 | $90,797 | $100,227-9.4% | $169,993-46.6% | $74,419+22.0% |
| Participation rate | 94.7% | 87.3%+7.4pp | 87.0%+7.7pp | 70.7%+24.0pp |
| Annual return | 20.61% | 66.08%-45.5pp | 53.37%-32.8pp | 34.38%-13.8pp |
| Employer contribution / active EE | $1,963 | $4,263-54.0% | $6,785-71.1% | $2,637-25.6% |
| Participant deferral / active EE | $6,255 | $7,143-12.4% | $10,408-39.9% | $4,528+38.1% |
| Admin fee / account holder | $160 | $234-31.9% | $12,815-98.8% | $348-54.1% |