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 |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $18,430 |
GLOBALINK SECURITIES, INC4 years Service code 15 · EIN 33-0493552 | Recordkeeping | $17,212 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,172 | $63,442-27.2% | $68,791-32.9% | $66,914-31.0% |
| Participation rate | 73.8% | 60.0%+13.8pp | 69.0%+4.8pp | 69.8%+4.0pp |
| Annual return | -14.84% | -8.29%-6.6pp | -6.38%-8.5pp | 1.58%-16.4pp |
| Employer contribution / active EE | $559 | $1,775-68.5% | $2,655-79.0% | $2,544-78.0% |
| Participant deferral / active EE | $5,623 | $2,945+91.0% | $3,941+42.7% | $4,237+32.7% |
| Admin fee / account holder | $300 | $577-48.1% | $4,932-93.9% | $593-49.5% |