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-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $67,548 |
Filed as: LANGLEY, WILLIAMS & COMPANY, L.L.C. Service code 15 · EIN 72-0847443 | Recordkeeping | $12,975 |
ADP BROKER-DEALER11+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,087 | $131,799-23.3% | $200,582-49.6% | $85,563+18.1% |
| Participation rate | 90.1% | 87.9%+2.2pp | 86.9%+3.2pp | 66.0%+24.1pp |
| Annual return | 15.48% | 21.59%-6.1pp | 42.33%-26.9pp | 31.51%-16.0pp |
| Employer contribution / active EE | $2,026 | $4,532-55.3% | $6,419-68.4% | $2,654-23.7% |
| Participant deferral / active EE | $7,045 | $7,702-8.5% | $9,331-24.5% | $4,375+61.0% |
| Admin fee / account holder | $171 | $235-27.1% | $16,305-98.9% | $834-79.4% |