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-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,475 |
ADP BROKER-DEALER6 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,685 | $100,923-11.1% | $150,045-40.2% | $74,304+20.7% |
| Participation rate | 83.2% | 70.1%+13.1pp | 82.3%+0.9pp | 60.3%+22.8pp |
| Annual return | 16.32% | 51.77%-35.4pp | 62.55%-46.2pp | 29.43%-13.1pp |
| Employer contribution / active EE | $6,543 | $3,463+88.9% | $4,693+39.4% | $2,241+192.0% |
| Participant deferral / active EE | $15,188 | $6,709+126.4% | $7,997+89.9% | $3,767+303.2% |
| Admin fee / account holder | $12 | $2,767-99.6% | $13,435-99.9% | $2,969-99.6% |