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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $925 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $62,242 | $50,199+24.0% | $70,092-11.2% | $66,914-7.0% |
| Participation rate | 23.3% | 66.3%-43.0pp | 70.5%-47.2pp | 69.8%-46.5pp |
| Annual return | -14.54% | -13.85%-0.7pp | 190.73%-205.3pp | 1.58%-16.1pp |
| Employer contribution / active EE | $705 | $1,864-62.2% | $2,559-72.5% | $2,544-72.3% |
| Participant deferral / active EE | $1,559 | $3,112-49.9% | $3,849-59.5% | $4,237-63.2% |
| Admin fee / account holder | $16 | $600-97.3% | $6,267-99.7% | $593-97.3% |