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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $13,436 |
ADP BROKER-DEALER5 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 | $73,712 | $65,862+11.9% | $124,672-40.9% | $79,386-7.1% |
| Participation rate | 94.6% | 62.2%+32.4pp | 74.6%+20.0pp | 70.7%+23.9pp |
| Annual return | 26.33% | 19.02%+7.3pp | 5142.93%-5116.6pp | 116.85%-90.5pp |
| Employer contribution / active EE | $4,329 | $1,883+129.8% | $3,324+30.2% | $2,427+78.3% |
| Participant deferral / active EE | $5,667 | $2,772+104.4% | $4,614+22.8% | $4,046+40.1% |
| Admin fee / account holder | $87 | $673-87.0% | $7,493-98.8% | $626-86.1% |