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 | $1,675 |
ADP BROKER-DEALER8+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,692 | $54,229-43.4% | $70,092-56.2% | $68,494-55.2% |
| Participation rate | 85.5% | 64.5%+21.0pp | 70.5%+15.0pp | 67.9%+17.6pp |
| Annual return | -17.46% | -13.87%-3.6pp | 190.73%-208.2pp | -7.84%-9.6pp |
| Employer contribution / active EE | $867 | $2,018-57.0% | $2,559-66.1% | $2,596-66.6% |
| Participant deferral / active EE | $7,574 | $2,956+156.2% | $3,849+96.8% | $4,027+88.1% |
| Admin fee / account holder | $50 | $4,694-98.9% | $6,267-99.2% | $5,403-99.1% |