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 | $7,807 |
ADP BROKER-DEALER7 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $127,001 | $101,317+25.4% | $146,958-13.6% | $74,495+70.5% |
| Participation rate | 50.6% | 75.5%-24.9pp | 82.2%-31.6pp | 67.2%-16.6pp |
| Annual return | 20.04% | 8730.91%-8710.9pp | 418.34%-398.3pp | 1364.94%-1344.9pp |
| Employer contribution / active EE | $3,632 | $3,810-4.7% | $4,933-26.4% | $2,623+38.5% |
| Participant deferral / active EE | $7,623 | $7,303+4.4% | $8,070-5.5% | $4,346+75.4% |
| Admin fee / account holder | $55 | $1,739-96.9% | $12,998-99.6% | $1,942-97.2% |