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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $56,746 |
ADP BROKER-DEALER4 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 | $39,041 | $52,122-25.1% | $104,294-62.6% | $64,808-39.8% |
| Participation rate | 99.7% | 56.0%+43.7pp | 73.3%+26.5pp | 71.5%+28.3pp |
| Annual return | -12.11% | 13.26%-25.4pp | 24.61%-36.7pp | 32.82%-44.9pp |
| Employer contribution / active EE | $2,587 | $1,627+59.0% | $3,372-23.3% | $2,506+3.2% |
| Participant deferral / active EE | $4,223 | $2,823+49.6% | $4,625-8.7% | $4,310-2.0% |
| Admin fee / account holder | $105 | $155-32.3% | $7,339-98.6% | $188-44.2% |