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 | $29,996 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $24,780 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,592 | $60,776+31.0% | $85,682-7.1% | $79,386+0.3% |
| Participation rate | 83.8% | 62.1%+21.7pp | 69.9%+13.9pp | 70.7%+13.0pp |
| Annual return | 14.14% | 16.57%-2.4pp | 21.49%-7.4pp | 116.85%-102.7pp |
| Employer contribution / active EE | $1,216 | $1,663-26.9% | $2,618-53.5% | $2,427-49.9% |
| Participant deferral / active EE | $4,487 | $2,919+53.8% | $3,923+14.4% | $4,046+10.9% |
| Admin fee / account holder | $239 | $438-45.4% | $6,873-96.5% | $626-61.8% |