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 | $25,775 |
Filed as: WEALTH ENHANCEMENT ADVISORY SERVICE Service code 15 · EIN 41-2016508 | Recordkeeping | $25,502 |
ADP BROKER-DEALER5 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 | $57,812 | $88,083-34.4% | $164,813-64.9% | $74,495-22.4% |
| Participation rate | 96.8% | 73.0%+23.8pp | 78.6%+18.2pp | 67.2%+29.6pp |
| Annual return | 18.39% | 17.26%+1.1pp | 69.93%-51.5pp | 1364.94%-1346.6pp |
| Employer contribution / active EE | $3,218 | $2,593+24.1% | $4,341-25.9% | $2,623+22.7% |
| Participant deferral / active EE | $4,335 | $4,498-3.6% | $6,031-28.1% | $4,346-0.2% |
| Admin fee / account holder | $248 | $2,234-88.9% | $12,690-98.0% | $1,942-87.2% |