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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,114 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
AMERITAS LIFE INSURANCE CORP2+ years Filed as: AMERITAS INVESTMENT CORP. Service code 49 4069 CHAIN BRIDGE ROAD · FAIRFAX, VA 22030 | Other Services | $0 |
Service code 37 · EIN 36-3429599 | Loan Processing | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,198 | $84,948-65.6% | $70,449-58.6% | $73,409-60.2% |
| Participation rate | 77.4% | 79.9%-2.6pp | 75.1%+2.3pp | 72.2%+5.2pp |
| Annual return | 33.16% | 13.39%+19.8pp | 109.03%-75.9pp | 59.29%-26.1pp |
| Employer contribution / active EE | $3,097 | $2,834+9.3% | $2,737+13.2% | $2,234+38.6% |
| Participant deferral / active EE | $5,117 | $3,387+51.1% | $3,709+38.0% | $3,805+34.5% |
| Admin fee / account holder | $6 | $98-93.6% | $3,845-99.8% | $158-96.0% |