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 | $85,502 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $6,425 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $67,166 | $71,192-5.7% | $117,854-43.0% | $62,292+7.8% |
| Participation rate | 97.0% | 74.2%+22.8pp | 79.7%+17.3pp | 69.5%+27.5pp |
| Annual return | 18.72% | 18.66%+0.1pp | 335.08%-316.4pp | 28.90%-10.2pp |
| Employer contribution / active EE | $2,531 | $1,934+30.9% | $3,786-33.1% | $2,042+23.9% |
| Participant deferral / active EE | $4,587 | $3,189+43.8% | $4,482+2.3% | $3,169+44.7% |
| Admin fee / account holder | $25 | $587-95.7% | $8,020-99.7% | $479-94.8% |