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 | $11,086 |
ADP BROKER-DEALER4 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 | $128,627 | $89,436+43.8% | $164,813-22.0% | $77,643+65.7% |
| Participation rate | 92.8% | 78.6%+14.1pp | 78.6%+14.1pp | 70.6%+22.2pp |
| Annual return | 17.28% | 28.83%-11.6pp | 69.93%-52.7pp | 31.24%-14.0pp |
| Employer contribution / active EE | $2,949 | $2,569+14.8% | $4,341-32.1% | $2,726+8.2% |
| Participant deferral / active EE | $6,537 | $4,897+33.5% | $6,031+8.4% | $4,647+40.7% |
| Admin fee / account holder | $35 | $339-89.6% | $12,690-99.7% | $430-91.8% |