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-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $78,083 |
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 | $50,568 | $216,711-76.7% | $136,749-63.0% | $85,563-40.9% |
| Participation rate | 98.6% | 51.7%+46.9pp | 72.1%+26.5pp | 66.0%+32.6pp |
| Annual return | 15.41% | 15.26%+0.1pp | 24.33%-8.9pp | 31.51%-16.1pp |
| Employer contribution / active EE | $2,887 | $1,660+73.9% | $3,400-15.1% | $2,654+8.8% |
| Participant deferral / active EE | $4,635 | $2,635+75.9% | $4,692-1.2% | $4,375+5.9% |
| Admin fee / account holder | $100 | $1,223-91.8% | $11,386-99.1% | $834-88.0% |