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 | $16,886 |
ADP BROKER-DEALER5 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 | $77,630 | $108,719-28.6% | $101,326-23.4% | $85,563-9.3% |
| Participation rate | 97.1% | 80.9%+16.2pp | 81.5%+15.6pp | 66.0%+31.1pp |
| Annual return | 21.36% | 20.95%+0.4pp | 36.82%-15.5pp | 31.51%-10.2pp |
| Employer contribution / active EE | $6,362 | $3,114+104.3% | $3,665+73.6% | $2,654+139.8% |
| Participant deferral / active EE | $13,089 | $8,545+53.2% | $7,994+63.7% | $4,375+199.2% |
| Admin fee / account holder | $21 | $685-96.9% | $11,185-99.8% | $834-97.5% |