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 9-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 | $6,697 |
Service code 37 · EIN 36-3429599 | Loan Processing | $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 | $26,978 | $82,202-67.2% | $125,339-78.5% | $64,808-58.4% |
| Participation rate | 70.0% | 77.9%-7.9pp | 82.4%-12.4pp | 71.5%-1.5pp |
| Annual return | -11.17% | 3.48%-14.6pp | 572.05%-583.2pp | 32.82%-44.0pp |
| Employer contribution / active EE | $1,439 | $3,615-60.2% | $4,814-70.1% | $2,506-42.6% |
| Participant deferral / active EE | $7,110 | $7,175-0.9% | $7,446-4.5% | $4,310+65.0% |
| Admin fee / account holder | $9 | $163-94.7% | $10,010-99.9% | $188-95.4% |