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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,310 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $99,724 | $58,879+69.4% | $178,490-44.1% | $73,488+35.7% |
| Participation rate | 95.6% | 66.2%+29.4pp | 81.9%+13.7pp | 70.7%+24.9pp |
| Annual return | 17.34% | 24.86%-7.5pp | 151.07%-133.7pp | 28.51%-11.2pp |
| Employer contribution / active EE | $5,472 | $2,236+144.7% | $5,011+9.2% | $2,270+141.1% |
| Participant deferral / active EE | $5,712 | $2,567+122.5% | $5,202+9.8% | $3,740+52.8% |
| Admin fee / account holder | $527 | $400+31.5% | $13,984-96.2% | $513+2.6% |