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 6-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 | $111,804 |
ADP BROKER-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $9,670 |
ADP BROKER-DEALER2+ 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 | $126,885 | $84,936+49.4% | $111,297+14.0% | $79,386+59.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 77.3%+22.7pp | 70.7%+29.3pp |
| Annual return | 15.76% | 17.45%-1.7pp | 54.65%-38.9pp | 116.85%-101.1pp |
| Employer contribution / active EE | $5,003 | $1,979+152.8% | $2,731+83.2% | $2,427+106.1% |
| Participant deferral / active EE | $5,758 | $3,888+48.1% | $4,487+28.3% | $4,046+42.3% |
| Admin fee / account holder | $205 | $537-61.8% | $7,964-97.4% | $626-67.2% |