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 |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $55,151 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,260 |
ADP BROKER-DEALER8+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return 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 | $69,270 | $71,142-2.6% | $119,609-42.1% | $64,808+6.9% |
| Participation rate | 92.5% | 78.6%+13.9pp | 79.3%+13.3pp | 71.5%+21.1pp |
| Annual return | -18.88% | -10.01%-8.9pp | -14.97%-3.9pp | 32.82%-51.7pp |
| Employer contribution / active EE | $9,356 | $2,497+274.6% | $4,232+121.1% | $2,506+273.4% |
| Participant deferral / active EE | $10,051 | $4,490+123.9% | $5,602+79.4% | $4,310+133.2% |
| Admin fee / account holder | $135 | $162-16.6% | $10,323-98.7% | $188-28.0% |