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.
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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-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 ONE ADP BOULEVARD · ROSELAND, NJ 07068 | Recordkeeping | $3,626 |
ADP BROKER-DEALER3+ years Filed as: ADP BROKER DEALER Service code 49 · EIN 22-3319984 ONE ADP BOULEVARD · ROSELAND, NJ 07068 | Other Services | $0 |
ADP BROKER-DEALER3+ years Filed as: ADP BROKER DEALER 22-3319984 Service code 99 | Other Fees | $0 |
ADP BROKER-DEALER3+ years Filed as: ADP BROKER-DEALER 22-3319984 Service code 99 | Other Fees | $0 |
Service code 52 · EIN 13-5674085 717 FIFTH AVENUE · NEW YORK, NY 10022 | Indirect Investment Fees | $0 |
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 | $49,425 | $63,299-21.9% | $91,001-45.7% | $62,292-20.7% |
| Participation rate | 89.2% | 73.3%+15.9pp | 75.6%+13.6pp | 69.5%+19.6pp |
| Annual return | 15.19% | 20.99%-5.8pp | 4.60%+10.6pp | 28.90%-13.7pp |
| Employer contribution / active EE | $0 | $1,807-100.0% | $2,456-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $4,683 | $2,943+59.2% | $3,547+32.0% | $3,169+47.8% |
| Admin fee / account holder | $13 | $468-97.2% | $5,417-99.8% | $479-97.3% |