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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,850 |
ADP BROKER-DEALER5+ 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 | $91,113 | $102,553-11.2% | $151,611-39.9% | $66,914+36.2% |
| Participation rate | 73.7% | 85.5%-11.9pp | 87.5%-13.8pp | 69.8%+3.8pp |
| Annual return | -14.30% | -10.82%-3.5pp | 3.33%-17.6pp | 1.58%-15.9pp |
| Employer contribution / active EE | $2,114 | $4,180-49.4% | $6,166-65.7% | $2,544-16.9% |
| Participant deferral / active EE | $7,659 | $6,641+15.3% | $8,363-8.4% | $4,237+80.8% |
| Admin fee / account holder | $11 | $630-98.2% | $11,616-99.9% | $593-98.1% |