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 5-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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $9,757 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,153 | $71,883-56.7% | $86,677-64.1% | $68,494-54.5% |
| Participation rate | 92.8% | 72.2%+20.5pp | 76.6%+16.2pp | 67.9%+24.9pp |
| Annual return | -14.86% | 3.52%-18.4pp | 35.91%-50.8pp | -7.84%-7.0pp |
| Employer contribution / active EE | $2,030 | $2,173-6.6% | $2,836-28.4% | $2,596-21.8% |
| Participant deferral / active EE | $4,002 | $3,779+5.9% | $4,656-14.0% | $4,027-0.6% |
| Admin fee / account holder | $122 | $6,112-98.0% | $7,493-98.4% | $5,403-97.7% |