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 10-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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $29,438 |
Filed as: MML INVESTORS SERVICES, INC. Service code 15 · EIN 04-2746212 | Recordkeeping | $20,000 |
ADP BROKER-DEALER7 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,543 | $84,487-44.9% | $125,339-62.9% | $66,914-30.4% |
| Participation rate | 87.4% | 76.4%+11.0pp | 82.4%+5.0pp | 69.8%+17.6pp |
| Annual return | -16.41% | -8.39%-8.0pp | 572.05%-588.5pp | 1.58%-18.0pp |
| Employer contribution / active EE | $2,145 | $3,553-39.6% | $4,814-55.4% | $2,544-15.7% |
| Participant deferral / active EE | $5,926 | $6,781-12.6% | $7,446-20.4% | $4,237+39.9% |
| Admin fee / account holder | $174 | $685-74.6% | $10,010-98.3% | $593-70.7% |