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-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,771 |
ADP BROKER-DEALER4+ 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 | $48,812 | $48,471+0.7% | $182,532-73.3% | $67,579-27.8% |
| Participation rate | 71.0% | 67.2%+3.8pp | 78.0%-7.0pp | 71.3%-0.3pp |
| Annual return | 24.16% | 31.08%-6.9pp | 148.54%-124.4pp | 378.56%-354.4pp |
| Employer contribution / active EE | $4,349 | $1,461+197.7% | $4,076+6.7% | $2,148+102.5% |
| Participant deferral / active EE | $2,818 | $3,324-15.2% | $5,524-49.0% | $3,539-20.4% |
| Admin fee / account holder | $15 | $151-89.8% | $8,592-99.8% | $142-89.1% |