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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $29,959 |
ADP BROKER-DEALER7 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 | $24,704 | $50,815-51.4% | $155,509-84.1% | $77,643-68.2% |
| Participation rate | 54.9% | 63.1%-8.2pp | 78.2%-23.3pp | 70.6%-15.7pp |
| Annual return | 13.54% | 34.80%-21.3pp | 64.67%-51.1pp | 31.24%-17.7pp |
| Employer contribution / active EE | $1,600 | $1,993-19.7% | $4,672-65.8% | $2,726-41.3% |
| Participant deferral / active EE | $2,838 | $2,822+0.6% | $5,626-49.6% | $4,647-38.9% |
| Admin fee / account holder | $63 | $437-85.6% | $15,912-99.6% | $430-85.4% |