Filed December 15, 2022
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 | $10,577 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,817 | $65,061-68.0% | $143,757-85.5% | $66,914-68.9% |
| Participation rate | 94.0% | 65.2%+28.9pp | 80.3%+13.7pp | 69.8%+24.2pp |
| Annual return | -16.60% | -11.14%-5.5pp | -0.04%-16.6pp | 1.58%-18.2pp |
| Employer contribution / active EE | $1,525 | $2,361-35.4% | $4,951-69.2% | $2,544-40.0% |
| Participant deferral / active EE | $2,598 | $2,919-11.0% | $5,637-53.9% | $4,237-38.7% |
| Admin fee / account holder | $53 | $502-89.4% | $14,673-99.6% | $593-91.0% |