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 | $450 |
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 | $93,466 | $71,192+31.3% | $117,854-20.7% | $62,292+50.0% |
| Participation rate | 99.0% | 74.2%+24.8pp | 79.7%+19.4pp | 69.5%+29.5pp |
| Annual return | 20.87% | 18.66%+2.2pp | 335.08%-314.2pp | 28.90%-8.0pp |
| Employer contribution / active EE | $2,015 | $1,934+4.2% | $3,786-46.8% | $2,042-1.4% |
| Participant deferral / active EE | $5,104 | $3,189+60.1% | $4,482+13.9% | $3,169+61.1% |
| Admin fee / account holder | $12 | $587-97.9% | $8,020-99.8% | $479-97.4% |