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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $21,936 |
Service code 15 · EIN 39-2018056 | Recordkeeping | $20,054 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $256,073 | $79,449+222.3% | $189,557+35.1% | $85,850+198.3% |
| Participation rate | 97.7% | 66.0%+31.7pp | 78.4%+19.3pp | 69.3%+28.4pp |
| Annual return | 12.05% | 18.45%-6.4pp | 64.17%-52.1pp | 318.53%-306.5pp |
| Employer contribution / active EE | $2,510 | $2,081+20.6% | $4,412-43.1% | $2,565-2.1% |
| Participant deferral / active EE | $7,328 | $4,051+80.9% | $6,174+18.7% | $3,952+85.4% |
| Admin fee / account holder | $364 | $5,377-93.2% | $9,807-96.3% | $6,260-94.2% |