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 | $20,436 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,308 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,832 | $65,435+12.8% | $86,677-14.8% | $66,914+10.3% |
| Participation rate | 49.6% | 75.5%-25.9pp | 76.6%-27.0pp | 69.8%-20.2pp |
| Annual return | -15.89% | -10.89%-5.0pp | 35.91%-51.8pp | 1.58%-17.5pp |
| Employer contribution / active EE | $1,732 | $2,153-19.6% | $2,836-38.9% | $2,544-31.9% |
| Participant deferral / active EE | $3,427 | $4,100-16.4% | $4,656-26.4% | $4,237-19.1% |
| Admin fee / account holder | $157 | $642-75.5% | $7,493-97.9% | $593-73.5% |