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 | $52,033 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $35,251 |
MELTON & MELTON LLP9 years Service code 15 · EIN 74-1550819 | Recordkeeping | $16,750 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,209 | $87,013-25.1% | $106,213-38.6% | $80,856-19.4% |
| Participation rate | 89.2% | 70.4%+18.8pp | 75.3%+13.9pp | 67.6%+21.6pp |
| Annual return | 15.18% | 17.05%-1.9pp | 116.14%-101.0pp | 35.59%-20.4pp |
| Employer contribution / active EE | $3,880 | $2,395+62.0% | $3,171+22.4% | $2,755+40.9% |
| Participant deferral / active EE | $11,403 | $3,986+186.1% | $5,016+127.3% | $4,296+165.5% |
| Admin fee / account holder | $495 | $8,431-94.1% | $11,033-95.5% | $6,918-92.8% |