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 27 · EIN 47-5476782 | Advisory (Plan) | $50,480 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $9,944 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,589 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,808 | $100,227-48.3% | $169,993-69.5% | $74,419-30.4% |
| Participation rate | 92.7% | 87.3%+5.4pp | 87.0%+5.7pp | 70.7%+22.0pp |
| Annual return | 21.06% | 66.08%-45.0pp | 53.37%-32.3pp | 34.38%-13.3pp |
| Employer contribution / active EE | $4,249 | $4,263-0.3% | $6,785-37.4% | $2,637+61.1% |
| Participant deferral / active EE | $8,367 | $7,143+17.1% | $10,408-19.6% | $4,528+84.8% |
| Admin fee / account holder | $191 | $234-18.6% | $12,815-98.5% | $348-45.2% |