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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $39,842 |
USCA RIA LLC5 years Service code 15 · EIN 61-1687272 | Recordkeeping | $33,223 |
ADP BROKER-DEALER7+ 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 | $26,271 | $41,647-36.9% | $96,139-72.7% | $86,799-69.7% |
| Participation rate | 78.5% | 50.2%+28.3pp | 68.4%+10.1pp | 72.3%+6.3pp |
| Annual return | 15.01% | 27.24%-12.2pp | 191.94%-176.9pp | 97.91%-82.9pp |
| Employer contribution / active EE | $0 | $1,318-100.0% | $2,797-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $7,185 | $2,412+197.8% | $4,349+65.2% | $4,131+73.9% |
| Admin fee / account holder | $199 | $169+17.3% | $5,537-96.4% | $170+17.2% |