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 | $59,065 |
ADP BROKER-DEALER4+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $14,111 |
ADP BROKER-DEALER4+ 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 | $61,782 | $88,890-30.5% | $102,423-39.7% | $77,643-20.4% |
| Participation rate | 93.3% | 80.9%+12.4pp | 76.5%+16.8pp | 70.6%+22.8pp |
| Annual return | 14.51% | 24.98%-10.5pp | 29.32%-14.8pp | 31.24%-16.7pp |
| Employer contribution / active EE | $1,734 | $2,698-35.7% | $3,023-42.6% | $2,726-36.4% |
| Participant deferral / active EE | $4,017 | $5,145-21.9% | $5,053-20.5% | $4,647-13.6% |
| Admin fee / account holder | $200 | $235-15.1% | $9,451-97.9% | $430-53.5% |