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 5-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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,620 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,629 | $49,915+1.4% | $154,803-67.3% | $74,304-31.9% |
| Participation rate | 98.9% | 54.0%+44.9pp | 78.1%+20.8pp | 60.3%+38.5pp |
| Annual return | 29.60% | 34.06%-4.5pp | 58.88%-29.3pp | 29.43%+0.2pp |
| Employer contribution / active EE | $5,082 | $1,611+215.4% | $4,305+18.0% | $2,241+126.8% |
| Participant deferral / active EE | $11,298 | $2,255+401.1% | $5,540+103.9% | $3,767+199.9% |
| Admin fee / account holder | $24 | $2,189-98.9% | $14,329-99.8% | $2,969-99.2% |