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-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,340 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,867 | $58,577+77.3% | $83,333+24.6% | $64,186+61.8% |
| Participation rate | 97.5% | 72.0%+25.5pp | 77.8%+19.7pp | 69.6%+27.9pp |
| Annual return | -5.29% | 9.65%-14.9pp | 10.63%-15.9pp | 7.63%-12.9pp |
| Employer contribution / active EE | $2,794 | $2,098+33.2% | $3,379-17.3% | $2,381+17.4% |
| Participant deferral / active EE | $9,830 | $4,654+111.2% | $5,565+76.6% | $3,470+183.3% |
| Admin fee / account holder | $11 | $9,275-99.9% | $7,510-99.9% | $4,888-99.8% |