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 | $5,363 |
ADP BROKER-DEALER7 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,651 | $59,417-40.0% | $93,606-61.9% | $74,495-52.1% |
| Participation rate | 35.6% | 59.7%-24.1pp | 68.7%-33.1pp | 67.2%-31.6pp |
| Annual return | 16.66% | 81.83%-65.2pp | 133.20%-116.5pp | 1364.94%-1348.3pp |
| Employer contribution / active EE | $1,337 | $1,264+5.8% | $2,420-44.7% | $2,623-49.0% |
| Participant deferral / active EE | $2,138 | $3,050-29.9% | $4,411-51.5% | $4,346-50.8% |
| Admin fee / account holder | $34 | $3,021-98.9% | $8,285-99.6% | $1,942-98.3% |