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 | $60,951 |
QP CONSULTING8+ years Filed as: QP CONSULTING, LLC Service code 15 · EIN 47-1771614 | Recordkeeping | $25,000 |
ADP BROKER-DEALER5 years 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 | $29,573 | $50,458-41.4% | $159,960-81.5% | $64,808-54.4% |
| Participation rate | 96.8% | 68.0%+28.8pp | 78.0%+18.9pp | 71.5%+25.4pp |
| Annual return | -15.35% | -13.42%-1.9pp | 408.60%-424.0pp | 32.82%-48.2pp |
| Employer contribution / active EE | $1,853 | $1,722+7.6% | $4,226-56.2% | $2,506-26.1% |
| Participant deferral / active EE | $4,241 | $4,004+5.9% | $6,182-31.4% | $4,310-1.6% |
| Admin fee / account holder | $177 | $706-74.9% | $8,698-98.0% | $188-5.6% |