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 8-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 |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $5,029 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $250 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $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 | $8,539 | $27,641-69.1% | $61,373-86.1% | $68,494-87.5% |
| Participation rate | 59.1% | 39.5%+19.6pp | 52.6%+6.5pp | 67.9%-8.8pp |
| Annual return | -14.89% | -13.24%-1.7pp | 338.61%-353.5pp | -7.84%-7.0pp |
| Employer contribution / active EE | $0 | $695-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $748 | $1,263-40.8% | $2,125-64.8% | $4,027-81.4% |
| Admin fee / account holder | $33 | $2,010-98.4% | $2,130-98.5% | $5,403-99.4% |