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 15 · EIN 20-8764829 | Recordkeeping | $55,432 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,661 |
ADP BROKER-DEALER2 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 | $117,579 | $65,241+80.2% | $126,539-7.1% | $85,563+37.4% |
| Participation rate | 94.0% | 48.6%+45.3pp | 69.8%+24.1pp | 66.0%+28.0pp |
| Annual return | 22.08% | 42.19%-20.1pp | 425.95%-403.9pp | 31.51%-9.4pp |
| Employer contribution / active EE | $0 | $1,937-100.0% | $3,674-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $8,472 | $3,032+179.4% | $4,083+107.5% | $4,375+93.6% |
| Admin fee / account holder | $232 | $1,031-77.5% | $6,065-96.2% | $834-72.2% |