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 | $95,218 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $67,223 |
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 | $55,208 | $48,698+13.4% | $93,606-41.0% | $199,593-72.3% |
| Participation rate | 77.3% | 63.5%+13.8pp | 68.7%+8.6pp | 72.0%+5.3pp |
| Annual return | 13.63% | 15.34%-1.7pp | 133.20%-119.6pp | 34.25%-20.6pp |
| Employer contribution / active EE | $1,024 | $1,135-9.7% | $2,420-57.7% | $3,034-66.2% |
| Participant deferral / active EE | $2,448 | $2,817-13.1% | $4,411-44.5% | $5,087-51.9% |
| Admin fee / account holder | $120 | $195-38.6% | $8,285-98.6% | $269-55.4% |