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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,241 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,927 | $65,435+49.7% | $86,677+13.0% | $66,914+46.3% |
| Participation rate | 98.2% | 75.5%+22.7pp | 76.6%+21.6pp | 69.8%+28.4pp |
| Annual return | -10.18% | -10.89%+0.7pp | 35.91%-46.1pp | 1.58%-11.8pp |
| Employer contribution / active EE | $3,940 | $2,153+83.0% | $2,836+38.9% | $2,544+54.9% |
| Participant deferral / active EE | $6,316 | $4,100+54.0% | $4,656+35.7% | $4,237+49.1% |
| Admin fee / account holder | $10 | $642-98.5% | $7,493-99.9% | $593-98.4% |