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-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $70,396 |
QP CONSULTING11+ years Filed as: QP CONSULTING, LLC Service code 15 · EIN 47-1771614 | Recordkeeping | $24,983 |
ADP BROKER-DEALER8 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Employer contribution per participant 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 | $42,689 | $71,964-40.7% | $167,512-74.5% | $85,563-50.1% |
| Participation rate | 95.3% | 61.0%+34.3pp | 77.1%+18.2pp | 66.0%+29.3pp |
| Annual return | 16.55% | 18.83%-2.3pp | 1615.79%-1599.2pp | 31.51%-15.0pp |
| Employer contribution / active EE | $215 | $1,875-88.5% | $3,882-94.5% | $2,654-91.9% |
| Participant deferral / active EE | $4,776 | $4,110+16.2% | $6,405-25.4% | $4,375+9.2% |
| Admin fee / account holder | $217 | $815-73.4% | $9,769-97.8% | $834-74.0% |