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 | $5,809 |
ADP BROKER-DEALER5 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,577 | $71,883-85.3% | $86,677-87.8% | $68,494-84.6% |
| Participation rate | 92.6% | 72.2%+20.4pp | 76.6%+16.1pp | 67.9%+24.7pp |
| Annual return | -15.33% | 3.52%-18.9pp | 35.91%-51.2pp | -7.84%-7.5pp |
| Employer contribution / active EE | $1,373 | $2,173-36.8% | $2,836-51.6% | $2,596-47.1% |
| Participant deferral / active EE | $2,284 | $3,779-39.5% | $4,656-50.9% | $4,027-43.3% |
| Admin fee / account holder | $36 | $6,112-99.4% | $7,493-99.5% | $5,403-99.3% |