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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.
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $40,562 |
Service code 18 · EIN 13-5674085 | Shareholder servicing fees; Investmen... | $35,021 |
LBB & ASSOCIATES, LLP4+ years Service code 15 · EIN 20-1359280 | Recordkeeping | $9,000 |
TD AMERITRADE, INC.4+ years Service code 33 · EIN 82-0543156 | Securities brokerage; Distribution (1... | $284 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Service code 37 · EIN 36-3429599 | Loan Processing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,651 | $61,214+26.9% | $83,333-6.8% | $56,287+38.0% |
| Participation rate | 64.1% | 72.6%-8.5pp | 77.8%-13.7pp | 69.9%-5.7pp |
| Annual return | -7.75% | 0.42%-8.2pp | 10.63%-18.4pp | -9.96%+2.2pp |
| Employer contribution / active EE | $2,143 | $1,925+11.3% | $3,379-36.6% | $2,111+1.5% |
| Participant deferral / active EE | $4,671 | $5,091-8.3% | $5,565-16.1% | $3,350+39.5% |
| Admin fee / account holder | $276 | $512-46.1% | $7,510-96.3% | $521-47.1% |