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 | $33,067 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $705 |
ADP BROKER-DEALER4+ years 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 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 | $68,630 | $62,586+9.7% | $76,768-10.6% | $64,186+6.9% |
| Participation rate | 64.6% | 72.8%-8.2pp | 77.0%-12.3pp | 69.6%-4.9pp |
| Annual return | -5.61% | -1.95%-3.7pp | 2.43%-8.0pp | 7.63%-13.2pp |
| Employer contribution / active EE | $939 | $1,832-48.8% | $2,485-62.2% | $2,381-60.6% |
| Participant deferral / active EE | $3,257 | $3,145+3.6% | $3,852-15.4% | $3,470-6.1% |
| Admin fee / account holder | $8 | $4,667-99.8% | $6,675-99.9% | $4,888-99.8% |