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 |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $37,506 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $20,756 |
ADP BROKER-DEALER7+ 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 | $47,386 | $70,879-33.1% | $189,557-75.0% | $79,386-40.3% |
| Participation rate | 79.1% | 68.0%+11.1pp | 78.4%+0.7pp | 70.7%+8.4pp |
| Annual return | 14.35% | 20.70%-6.3pp | 64.17%-49.8pp | 116.85%-102.5pp |
| Employer contribution / active EE | $742 | $1,806-58.9% | $4,412-83.2% | $2,427-69.4% |
| Participant deferral / active EE | $2,920 | $4,081-28.5% | $6,174-52.7% | $4,046-27.8% |
| Admin fee / account holder | $97 | $647-84.9% | $9,807-99.0% | $626-84.4% |