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 |
|---|---|---|
FHH LOS ANGELES LLP1 year Service code 15 · EIN 82-3747318 | Recordkeeping | $19,000 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $13,240 |
FARBER HASS HURLEY LLP1 year Filed as: FABER HASS HURLEY LLP Service code 15 · EIN 20-4207759 | Recordkeeping | $6,000 |
ADP BROKER-DEALER8 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
SNOWDEN CAPITAL ADVISORS LLC3 years Service code 49 225 S LAKE AVE · PASADENA, CA 91101 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,131 | $73,360-22.1% | $177,989-67.9% | $74,495-23.3% |
| Participation rate | 86.4% | 66.6%+19.8pp | 77.1%+9.4pp | 67.2%+19.2pp |
| Annual return | 11.56% | 17.49%-5.9pp | 294.48%-282.9pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $1,957 | $2,216-11.7% | $3,949-50.4% | $2,623-25.4% |
| Participant deferral / active EE | $6,773 | $4,513+50.1% | $6,276+7.9% | $4,346+55.8% |
| Admin fee / account holder | $160 | $1,808-91.2% | $10,363-98.5% | $1,942-91.8% |