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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,010 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,478 | $58,577-20.7% | $83,333-44.2% | $64,186-27.6% |
| Participation rate | 48.3% | 72.0%-23.8pp | 77.8%-29.5pp | 69.6%-21.3pp |
| Annual return | -4.29% | 9.65%-13.9pp | 10.63%-14.9pp | 7.63%-11.9pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,605 | $4,654-44.0% | $5,565-53.2% | $3,470-24.9% |
| Admin fee / account holder | $29 | $9,275-99.7% | $7,510-99.6% | $4,888-99.4% |