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 8-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 | $2,061 |
ADP BROKER-DEALER6 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 | $113,573 | $78,485+44.7% | $106,213+6.9% | $74,495+52.5% |
| Participation rate | 79.5% | 72.8%+6.7pp | 75.3%+4.2pp | 67.2%+12.3pp |
| Annual return | 15.18% | 15.95%-0.8pp | 116.14%-101.0pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $2,760 | $2,523+9.4% | $3,171-13.0% | $2,623+5.2% |
| Participant deferral / active EE | $9,176 | $4,322+112.3% | $5,016+82.9% | $4,346+111.1% |
| Admin fee / account holder | $15 | $2,232-99.3% | $11,033-99.9% | $1,942-99.3% |