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 | $13,061 |
Service code 15 · EIN 87-3523115 | Recordkeeping | $12,000 |
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 | $31,449 | $45,031-30.2% | $84,966-63.0% | $77,643-59.5% |
| Participation rate | 47.9% | 48.7%-0.7pp | 67.5%-19.6pp | 70.6%-22.6pp |
| Annual return | 15.54% | 79.22%-63.7pp | 66.38%-50.8pp | 31.24%-15.7pp |
| Employer contribution / active EE | $1,551 | $1,609-3.6% | $2,727-43.1% | $2,726-43.1% |
| Participant deferral / active EE | $2,966 | $2,807+5.7% | $4,519-34.4% | $4,647-36.2% |
| Admin fee / account holder | $67 | $912-92.6% | $6,149-98.9% | $430-84.3% |