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 | $1,145 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $373,786 | $137,414+172.0% | $189,513+97.2% | $85,850+335.4% |
| Participation rate | 90.8% | 84.6%+6.2pp | 87.8%+3.0pp | 69.3%+21.5pp |
| Annual return | 17.63% | 38.14%-20.5pp | 555.15%-537.5pp | 318.53%-300.9pp |
| Employer contribution / active EE | $7,526 | $4,344+73.2% | $6,162+22.1% | $2,565+193.4% |
| Participant deferral / active EE | $12,969 | $6,260+107.2% | $8,221+57.8% | $3,952+228.2% |
| Admin fee / account holder | $9 | $8,630-99.9% | $12,045-99.9% | $6,260-99.9% |