Filed June 3, 2025
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.
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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-DEALER1 year Filed as: ADP, INC Service code 15 · EIN 13-3036745 | Recordkeeping | $26,310 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,513 | $55,415+196.9% | $155,509+5.8% | $74,495+120.8% |
| Participation rate | 98.9% | 61.9%+37.0pp | 78.2%+20.7pp | 67.2%+31.7pp |
| Annual return | 18.99% | 268.50%-249.5pp | 64.67%-45.7pp | 1364.94%-1346.0pp |
| Employer contribution / active EE | $5,652 | $2,267+149.3% | $4,672+21.0% | $2,623+115.5% |
| Participant deferral / active EE | $11,803 | $2,836+316.2% | $5,626+109.8% | $4,346+171.6% |
| Admin fee / account holder | $130 | $1,738-92.5% | $15,912-99.2% | $1,942-93.3% |