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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $12,225 |
ADP BROKER-DEALER1 year Filed as: ADP STRATEGIC PLAN SERVICES Service code 28 · EIN 81-4734347 | Investment Management | $6,892 |
ADP BROKER-DEALER5 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,429 | $95,803-20.2% | $113,168-32.5% | $84,808-9.9% |
| Participation rate | 90.9% | 72.9%+18.0pp | 76.6%+14.3pp | 68.3%+22.6pp |
| Annual return | 16.53% | 25.00%-8.5pp | 24.27%-7.7pp | 40.90%-24.4pp |
| Employer contribution / active EE | $395 | $2,360-83.3% | $2,975-86.7% | $2,631-85.0% |
| Participant deferral / active EE | $7,465 | $4,242+76.0% | $5,107+46.2% | $4,212+77.2% |
| Admin fee / account holder | $220 | $8,989-97.6% | $12,068-98.2% | $7,344-97.0% |