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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $82,465 |
Service code 15 · EIN 39-2018056 | Recordkeeping | $43,720 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,846 | $106,028-53.9% | $146,958-66.8% | $77,643-37.1% |
| Participation rate | 98.6% | 78.4%+20.3pp | 82.2%+16.5pp | 70.6%+28.1pp |
| Annual return | 17.07% | 56.73%-39.7pp | 418.34%-401.3pp | 31.24%-14.2pp |
| Employer contribution / active EE | $3,860 | $4,063-5.0% | $4,933-21.8% | $2,726+41.6% |
| Participant deferral / active EE | $7,401 | $7,990-7.4% | $8,070-8.3% | $4,647+59.3% |
| Admin fee / account holder | $218 | $337-35.5% | $12,998-98.3% | $430-49.5% |