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 |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $35,276 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,236 |
ADP BROKER-DEALER8 years 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,427 | $92,055-52.8% | $106,213-59.1% | $77,643-44.1% |
| Participation rate | 62.8% | 81.0%-18.2pp | 75.3%-12.5pp | 70.6%-7.8pp |
| Annual return | 18.10% | 17.91%+0.2pp | 116.14%-98.0pp | 31.24%-13.1pp |
| Employer contribution / active EE | $1,966 | $3,367-41.6% | $3,171-38.0% | $2,726-27.9% |
| Participant deferral / active EE | $3,956 | $5,386-26.6% | $5,016-21.1% | $4,647-14.9% |
| Admin fee / account holder | $120 | $219-45.4% | $11,033-98.9% | $430-72.2% |