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-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $9,635 |
ADP BROKER-DEALER3+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $88,006 | $54,390+61.8% | $117,039-24.8% | $69,631+26.4% |
| Participation rate | 95.6% | 58.5%+37.0pp | 77.2%+18.4pp | 70.7%+24.9pp |
| Annual return | 16.88% | 18.33%-1.4pp | 18.95%-2.1pp | 27571.02%-27554.1pp |
| Employer contribution / active EE | $3,237 | $1,357+138.6% | $3,785-14.5% | $2,032+59.3% |
| Participant deferral / active EE | $4,940 | $2,076+138.0% | $3,929+25.7% | $3,224+53.3% |
| Admin fee / account holder | $26 | $98-73.5% | $5,974-99.6% | $110-76.5% |