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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,250 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,884 | $75,183-50.9% | $123,892-70.2% | $55,167-33.1% |
| Participation rate | 57.3% | 72.8%-15.6pp | 81.4%-24.1pp | 69.0%-11.7pp |
| Annual return | 11.97% | 19.01%-7.0pp | 47.52%-35.5pp | 169.23%-157.3pp |
| Employer contribution / active EE | $1,427 | $2,823-49.5% | $4,617-69.1% | $1,963-27.3% |
| Participant deferral / active EE | $6,528 | $5,084+28.4% | $5,984+9.1% | $3,054+113.7% |
| Admin fee / account holder | $23 | $663-96.6% | $8,357-99.7% | $504-95.5% |