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 7-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 | $3,321 |
ADP BROKER-DEALER7+ 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 | $124,815 | $122,239+2.1% | $184,203-32.2% | $74,495+67.5% |
| Participation rate | 72.2% | 85.5%-13.3pp | 86.8%-14.6pp | 67.2%+5.0pp |
| Annual return | 17.43% | 19.95%-2.5pp | 28.81%-11.4pp | 1364.94%-1347.5pp |
| Employer contribution / active EE | $2,251 | $4,537-50.4% | $6,427-65.0% | $2,623-14.2% |
| Participant deferral / active EE | $8,792 | $7,139+23.2% | $9,131-3.7% | $4,346+102.3% |
| Admin fee / account holder | $18 | $1,260-98.6% | $13,901-99.9% | $1,942-99.1% |