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 |
|---|---|---|
ADAMS ADDRESSING ASSOCIATES2 years Filed as: ADAMS WEALTH MANAGEMENT Service code 15 · EIN 82-2288339 | Recordkeeping | $106,236 |
Service code 15 · EIN 82-3738447 | Recordkeeping | $27,072 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,314 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,621 | $101,317-50.0% | $146,958-65.6% | $74,495-32.0% |
| Participation rate | 64.0% | 75.5%-11.6pp | 82.2%-18.2pp | 67.2%-3.2pp |
| Annual return | 35.38% | 8730.91%-8695.5pp | 418.34%-383.0pp | 1364.94%-1329.6pp |
| Employer contribution / active EE | $2,238 | $3,810-41.3% | $4,933-54.6% | $2,623-14.7% |
| Participant deferral / active EE | $8,169 | $7,303+11.9% | $8,070+1.2% | $4,346+88.0% |
| Admin fee / account holder | $289 | $1,739-83.4% | $12,998-97.8% | $1,942-85.1% |