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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,412 |
ADP BROKER-DEALER1 year Service code 37 · EIN 22-3319984 | Loan Processing | $0 |
Service code 37 · EIN 36-3429599 | Loan Processing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,052 | $100,923+51.7% | $150,045+2.0% | $74,304+106.0% |
| Participation rate | 99.0% | 70.1%+28.9pp | 82.3%+16.7pp | 60.3%+38.7pp |
| Annual return | 17.64% | 51.77%-34.1pp | 62.55%-44.9pp | 29.43%-11.8pp |
| Employer contribution / active EE | $7,501 | $3,463+116.6% | $4,693+59.8% | $2,241+234.7% |
| Participant deferral / active EE | $15,313 | $6,709+128.2% | $7,997+91.5% | $3,767+306.5% |
| Admin fee / account holder | $126 | $2,767-95.4% | $13,435-99.1% | $2,969-95.7% |