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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $60,581 |
QP CONSULTING9+ years Filed as: QP CONSULTING, LLC Service code 15 · EIN 47-1771614 | Recordkeeping | $25,000 |
ADP BROKER-DEALER6 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,996 | $56,638-36.4% | $169,368-78.7% | $74,419-51.6% |
| Participation rate | 97.1% | 67.5%+29.6pp | 77.1%+20.0pp | 70.7%+26.4pp |
| Annual return | 15.08% | 24.75%-9.7pp | 405.60%-390.5pp | 34.38%-19.3pp |
| Employer contribution / active EE | $1,860 | $2,027-8.2% | $4,013-53.6% | $2,637-29.5% |
| Participant deferral / active EE | $4,886 | $4,223+15.7% | $6,221-21.5% | $4,528+7.9% |
| Admin fee / account holder | $196 | $307-36.0% | $9,003-97.8% | $348-43.6% |