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-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $5,780 |
ADP BROKER-DEALER1+ 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 | $55,683 | $62,324-10.7% | $68,509-18.7% | $55,191+0.9% |
| Participation rate | 96.5% | 78.9%+17.7pp | 74.7%+21.8pp | 69.2%+27.4pp |
| Annual return | 0.00% | 4.26%-4.3pp | 8.27%-8.3pp | 10.78%-10.8pp |
| Employer contribution / active EE | $4,247 | $2,223+91.1% | $2,278+86.5% | $1,899+123.7% |
| Participant deferral / active EE | $5,587 | $3,425+63.1% | $3,382+65.2% | $3,046+83.4% |
| Admin fee / account holder | $13 | $91-86.0% | $5,275-99.8% | $91-85.9% |