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 7-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 |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $72,065 |
LPL FINANCIAL2 years Service code 15 · EIN 04-3046611 | Recordkeeping | $37,131 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,303 | $50,982-52.3% | $154,803-84.3% | $85,563-71.6% |
| Participation rate | 98.9% | 59.8%+39.1pp | 78.1%+20.8pp | 66.0%+33.0pp |
| Annual return | 13.68% | 30.35%-16.7pp | 58.88%-45.2pp | 31.51%-17.8pp |
| Employer contribution / active EE | $1,825 | $1,708+6.9% | $4,305-57.6% | $2,654-31.2% |
| Participant deferral / active EE | $2,376 | $2,474-4.0% | $5,540-57.1% | $4,375-45.7% |
| Admin fee / account holder | $231 | $846-72.7% | $14,329-98.4% | $834-72.3% |