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 |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $60,121 |
LPL FINANCIAL5 years Service code 15 · EIN 04-3046611 | Recordkeeping | $22,942 |
ADP BROKER-DEALER6+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,969 | $65,908-68.2% | $81,812-74.4% | $77,643-73.0% |
| Participation rate | 87.7% | 65.8%+21.9pp | 72.3%+15.4pp | 70.6%+17.2pp |
| Annual return | 12.05% | 26.64%-14.6pp | 773.79%-761.7pp | 31.24%-19.2pp |
| Employer contribution / active EE | $11 | $2,370-99.5% | $2,912-99.6% | $2,726-99.6% |
| Participant deferral / active EE | $2,604 | $3,505-25.7% | $4,319-39.7% | $4,647-44.0% |
| Admin fee / account holder | $166 | $526-68.4% | $7,386-97.7% | $430-61.3% |