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 52 · EIN 13-5674085 | Indirect Investment Fees | $19,359 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,391 |
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 | $77,631 | $82,664-6.1% | $125,339-38.1% | $68,494+13.3% |
| Participation rate | 82.0% | 75.0%+7.0pp | 82.4%-0.4pp | 67.9%+14.1pp |
| Annual return | -14.30% | -5.97%-8.3pp | 572.05%-586.4pp | -7.84%-6.5pp |
| Employer contribution / active EE | $3,378 | $3,381-0.1% | $4,814-29.8% | $2,596+30.1% |
| Participant deferral / active EE | $9,361 | $6,110+53.2% | $7,446+25.7% | $4,027+132.5% |
| Admin fee / account holder | $107 | $6,275-98.3% | $10,010-98.9% | $5,403-98.0% |