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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $62,867 |
Filed as: LANGLEY, WILLIAMS & COMPANY, L.L.C. Service code 15 · EIN 72-0847443 | Recordkeeping | $12,069 |
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 | $98,034 | $129,021-24.0% | $184,203-46.8% | $77,643+26.3% |
| Participation rate | 93.5% | 87.3%+6.2pp | 86.8%+6.7pp | 70.6%+22.9pp |
| Annual return | 16.77% | 33.27%-16.5pp | 28.81%-12.0pp | 31.24%-14.5pp |
| Employer contribution / active EE | $2,085 | $4,413-52.7% | $6,427-67.6% | $2,726-23.5% |
| Participant deferral / active EE | $6,829 | $7,297-6.4% | $9,131-25.2% | $4,647+47.0% |
| Admin fee / account holder | $164 | $254-35.4% | $13,901-98.8% | $430-61.9% |