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 9-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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $64,366 |
Filed as: SUMMIT FINANCIAL, LLC Service code 15 · EIN 37-1895248 | Recordkeeping | $49,264 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $55,734 | $129,021-56.8% | $184,203-69.7% | $77,643-28.2% |
| Participation rate | 88.5% | 87.3%+1.1pp | 86.8%+1.6pp | 70.6%+17.9pp |
| Annual return | 14.46% | 33.27%-18.8pp | 28.81%-14.4pp | 31.24%-16.8pp |
| Employer contribution / active EE | $759 | $4,413-82.8% | $6,427-88.2% | $2,726-72.2% |
| Participant deferral / active EE | $6,783 | $7,297-7.0% | $9,131-25.7% | $4,647+46.0% |
| Admin fee / account holder | $229 | $254-9.9% | $13,901-98.4% | $430-46.9% |