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 |
|---|---|---|
EXETER FINANCIAL LLC2 years Service code 15 · EIN 20-5920032 | Recordkeeping | $23,078 |
WRIGHT FORD YOUNG & CO4+ years Filed as: WRIGHT FORD YOUNG & CO.CPA & CONSUL Service code 15 · EIN 95-3288054 | Recordkeeping | $8,250 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,350 |
ADP BROKER-DEALER4+ 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 | $36,945 | $55,449-33.4% | $83,848-55.9% | $56,287-34.4% |
| Participation rate | 96.7% | 68.0%+28.7pp | 76.1%+20.5pp | 69.9%+26.8pp |
| Annual return | -5.46% | -1.38%-4.1pp | 850.88%-856.3pp | -9.96%+4.5pp |
| Employer contribution / active EE | $1,218 | $2,430-49.9% | $3,631-66.4% | $2,111-42.3% |
| Participant deferral / active EE | $3,667 | $2,935+24.9% | $4,082-10.2% | $3,350+9.5% |
| Admin fee / account holder | $110 | $656-83.2% | $5,478-98.0% | $521-78.8% |