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 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $950 |
ADP BROKER-DEALER1 year 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,204 | $69,010-82.3% | $159,960-92.4% | $68,494-82.2% |
| Participation rate | 96.9% | 65.4%+31.5pp | 78.0%+18.9pp | 67.9%+29.0pp |
| Annual return | -19.01% | -9.65%-9.4pp | 408.60%-427.6pp | -7.84%-11.2pp |
| Employer contribution / active EE | $2,149 | $2,213-2.9% | $4,226-49.2% | $2,596-17.2% |
| Participant deferral / active EE | $5,347 | $4,212+27.0% | $6,182-13.5% | $4,027+32.8% |
| Admin fee / account holder | $7 | $4,798-99.9% | $8,698-99.9% | $5,403-99.9% |