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+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $675 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $88,221 | $45,283+94.8% | $155,790-43.4% | $52,331+68.6% |
| Participation rate | 75.5% | 62.2%+13.3pp | 76.1%-0.6pp | 68.1%+7.4pp |
| Annual return | -0.83% | 1.80%-2.6pp | 71.54%-72.4pp | 4.54%-5.4pp |
| Employer contribution / active EE | $0 | $1,329-100.0% | $3,836-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $7,817 | $2,854+173.9% | $4,797+63.0% | $3,022+158.7% |
| Admin fee / account holder | $68 | $981-93.1% | $7,478-99.1% | $592-88.5% |