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 | $60,764 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,375 |
ADP BROKER-DEALER9+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,057 | $91,372-8.0% | $129,995-35.3% | $74,419+13.0% |
| Participation rate | 84.4% | 77.8%+6.7pp | 78.5%+6.0pp | 70.7%+13.7pp |
| Annual return | 20.39% | 23.21%-2.8pp | -137.18%+157.6pp | 34.38%-14.0pp |
| Employer contribution / active EE | $1,745 | $2,563-31.9% | $4,320-59.6% | $2,637-33.8% |
| Participant deferral / active EE | $9,514 | $4,721+101.5% | $5,820+63.5% | $4,528+110.1% |
| Admin fee / account holder | $138 | $283-51.3% | $10,614-98.7% | $348-60.3% |