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 | $10,462 |
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $6,763 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,303 | $58,577-90.9% | $83,333-93.6% | $64,186-91.7% |
| Participation rate | 91.0% | 72.0%+19.0pp | 77.8%+13.3pp | 69.6%+21.5pp |
| Annual return | -6.56% | 9.65%-16.2pp | 10.63%-17.2pp | 7.63%-14.2pp |
| Employer contribution / active EE | $960 | $2,098-54.2% | $3,379-71.6% | $2,381-59.7% |
| Participant deferral / active EE | $2,250 | $4,654-51.7% | $5,565-59.6% | $3,470-35.2% |
| Admin fee / account holder | $47 | $9,275-99.5% | $7,510-99.4% | $4,888-99.0% |