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 5-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 86-2726136 | Recordkeeping | $13,362 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,941 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,268 | $55,331-65.2% | $81,812-76.4% | $199,593-90.3% |
| Participation rate | 27.7% | 62.5%-34.9pp | 72.3%-44.7pp | 72.0%-44.3pp |
| Annual return | 75.47% | 19.59%+55.9pp | 773.79%-698.3pp | 34.25%+41.2pp |
| Employer contribution / active EE | $0 | $2,101-100.0% | $2,912-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $3,704 | $3,283+12.8% | $4,319-14.2% | $5,087-27.2% |
| Admin fee / account holder | $101 | $346-70.7% | $7,386-98.6% | $269-62.3% |