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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $20,183 |
Service code 15 · EIN 39-2018056 | Recordkeeping | $14,592 |
ADP BROKER-DEALER4 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,208 | $64,119-26.4% | $112,228-57.9% | $66,914-29.5% |
| Participation rate | 89.0% | 68.5%+20.5pp | 75.1%+13.9pp | 69.8%+19.2pp |
| Annual return | -19.85% | -13.81%-6.0pp | 27.45%-47.3pp | 1.58%-21.4pp |
| Employer contribution / active EE | $3,107 | $3,005+3.4% | $3,635-14.5% | $2,544+22.1% |
| Participant deferral / active EE | $5,885 | $3,693+59.4% | $4,728+24.5% | $4,237+38.9% |
| Admin fee / account holder | $223 | $625-64.3% | $6,410-96.5% | $593-62.4% |