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 | $96,235 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $3,120 |
ADP BROKER-DEALER9 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,846 | $59,054+25.0% | $97,226-24.0% | $77,643-4.9% |
| Participation rate | 90.3% | 67.9%+22.4pp | 72.7%+17.6pp | 70.6%+19.7pp |
| Annual return | 16.91% | 16.96%0pp | 75.13%-58.2pp | 31.24%-14.3pp |
| Employer contribution / active EE | $2,605 | $1,742+49.6% | $2,729-4.5% | $2,726-4.4% |
| Participant deferral / active EE | $7,186 | $3,930+82.9% | $4,264+68.5% | $4,647+54.6% |
| Admin fee / account holder | $304 | $346-12.2% | $5,654-94.6% | $430-29.4% |