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 13-5674085 | Recordkeeping | $40,935 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $14,815 |
ADP BROKER-DEALER7 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,214 | $96,128+52.1% | $136,007+7.5% | $80,856+80.8% |
| Participation rate | 78.6% | 71.2%+7.3pp | 76.5%+2.1pp | 67.6%+10.9pp |
| Annual return | 14.16% | 28.71%-14.5pp | 579.32%-565.2pp | 35.59%-21.4pp |
| Employer contribution / active EE | $2,950 | $3,351-12.0% | $4,217-30.0% | $2,755+7.1% |
| Participant deferral / active EE | $13,341 | $5,709+133.7% | $7,025+89.9% | $4,296+210.6% |
| Admin fee / account holder | $416 | $8,236-95.0% | $6,858-93.9% | $6,918-94.0% |