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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,919 |
ADP BROKER-DEALER4 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $28,058 | $74,347-62.3% | $93,606-70.0% | $67,579-58.5% |
| Participation rate | 79.2% | 80.6%-1.4pp | 75.8%+3.4pp | 71.3%+7.9pp |
| Annual return | 28.07% | 28.07%0pp | 32.76%-4.7pp | 378.56%-350.5pp |
| Employer contribution / active EE | $3,424 | $2,583+32.6% | $2,718+26.0% | $2,148+59.4% |
| Participant deferral / active EE | $4,324 | $4,060+6.5% | $4,069+6.3% | $3,539+22.2% |
| Admin fee / account holder | $9 | $123-92.3% | $7,888-99.9% | $142-93.3% |