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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 |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $32,964 |
GLOBAL RETIREMENT PARTNERS LLC1+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $15,902 |
KNAV P.A.1+ years Service code 15 · EIN 20-2751082 | Recordkeeping | $8,250 |
ADP BROKER-DEALER1+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,194 | $79,428-67.0% | $106,548-75.4% | $79,386-67.0% |
| Participation rate | 97.1% | 74.1%+22.9pp | 76.1%+20.9pp | 70.7%+26.4pp |
| Annual return | 13.00% | 18.27%-5.3pp | 26.80%-13.8pp | 116.85%-103.8pp |
| Employer contribution / active EE | $1,597 | $2,234-28.5% | $2,819-43.4% | $2,427-34.2% |
| Participant deferral / active EE | $1,009 | $3,823-73.6% | $4,398-77.0% | $4,046-75.0% |
| Admin fee / account holder | $144 | $523-72.4% | $7,407-98.1% | $626-77.0% |