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 5-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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $18,027 |
ADP BROKER-DEALER1 year Filed as: ADP STRATEGIC PLAN SERVICES Service code 28 · EIN 81-4734347 | Investment Management | $11,098 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,719 | $100,923-9.1% | $150,045-38.9% | $74,304+23.4% |
| Participation rate | 85.1% | 70.1%+15.0pp | 82.3%+2.8pp | 60.3%+24.8pp |
| Annual return | 21.81% | 51.77%-30.0pp | 62.55%-40.7pp | 29.43%-7.6pp |
| Employer contribution / active EE | $3,812 | $3,463+10.1% | $4,693-18.8% | $2,241+70.1% |
| Participant deferral / active EE | $6,942 | $6,709+3.5% | $7,997-13.2% | $3,767+84.3% |
| Admin fee / account holder | $210 | $2,767-92.4% | $13,435-98.4% | $2,969-92.9% |