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 13-5674085 | Recordkeeping | $49,173 |
ADP BROKER-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $13,089 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,864 | $99,078-44.6% | $96,544-43.2% | $74,419-26.3% |
| Participation rate | 93.2% | 80.7%+12.5pp | 76.0%+17.2pp | 70.7%+22.5pp |
| Annual return | 19.66% | 22.48%-2.8pp | 25.84%-6.2pp | 34.38%-14.7pp |
| Employer contribution / active EE | $1,783 | $2,570-30.6% | $2,965-39.8% | $2,637-32.4% |
| Participant deferral / active EE | $3,532 | $4,933-28.4% | $4,851-27.2% | $4,528-22.0% |
| Admin fee / account holder | $172 | $225-23.4% | $8,252-97.9% | $348-50.6% |