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-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $7,745 |
ADP BROKER-DEALER5+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $52,059 | $74,347-30.0% | $93,606-44.4% | $67,579-23.0% |
| Participation rate | 63.6% | 80.6%-17.0pp | 75.8%-12.2pp | 71.3%-7.7pp |
| Annual return | 23.26% | 28.07%-4.8pp | 32.76%-9.5pp | 378.56%-355.3pp |
| Employer contribution / active EE | $1,672 | $2,583-35.3% | $2,718-38.5% | $2,148-22.1% |
| Participant deferral / active EE | $3,130 | $4,060-22.9% | $4,069-23.1% | $3,539-11.6% |
| Admin fee / account holder | $41 | $123-66.3% | $7,888-99.5% | $142-70.9% |