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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $555 |
ADP BROKER-DEALER1 year 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 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 | $114,830 | $86,332+33.0% | $125,175-8.3% | $65,185+76.2% |
| Participation rate | 51.9% | 75.3%-23.4pp | 79.8%-27.9pp | 70.2%-18.3pp |
| Annual return | 18.04% | 27.43%-9.4pp | 43.79%-25.7pp | 29.38%-11.3pp |
| Employer contribution / active EE | $0 | $2,040-100.0% | $3,865-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,994 | $3,537-15.4% | $4,937-39.4% | $3,514-14.8% |
| Admin fee / account holder | $35 | $609-94.3% | $9,702-99.6% | $847-95.9% |