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 | $52,578 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $30,655 |
ADP BROKER-DEALER9 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,497 | $100,923+5.5% | $150,045-29.0% | $74,304+43.3% |
| Participation rate | 85.2% | 70.1%+15.2pp | 82.3%+2.9pp | 60.3%+24.9pp |
| Annual return | 14.80% | 51.77%-37.0pp | 62.55%-47.7pp | 29.43%-14.6pp |
| Employer contribution / active EE | $2,767 | $3,463-20.1% | $4,693-41.0% | $2,241+23.5% |
| Participant deferral / active EE | $6,816 | $6,709+1.6% | $7,997-14.8% | $3,767+80.9% |
| Admin fee / account holder | $593 | $2,767-78.6% | $13,435-95.6% | $2,969-80.0% |