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 | $2,064 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,286 | $79,013-44.0% | $100,391-55.9% | $74,495-40.6% |
| Participation rate | 78.9% | 79.5%-0.5pp | 81.5%-2.5pp | 67.2%+11.7pp |
| Annual return | 19.24% | 20.41%-1.2pp | 49.20%-30.0pp | 1364.94%-1345.7pp |
| Employer contribution / active EE | $4,911 | $3,021+62.6% | $3,942+24.6% | $2,623+87.2% |
| Participant deferral / active EE | $9,442 | $7,760+21.7% | $8,082+16.8% | $4,346+117.3% |
| Admin fee / account holder | $9 | $1,320-99.3% | $7,899-99.9% | $1,942-99.5% |