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-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $6,740 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $36,653 | $71,666-48.9% | $117,854-68.9% | $69,631-47.4% |
| Participation rate | 92.1% | 77.5%+14.5pp | 79.7%+12.4pp | 70.7%+21.4pp |
| Annual return | 15.88% | 18.86%-3.0pp | 335.08%-319.2pp | 27571.02%-27555.1pp |
| Employer contribution / active EE | $1,041 | $1,889-44.9% | $3,786-72.5% | $2,032-48.8% |
| Participant deferral / active EE | $4,735 | $3,340+41.8% | $4,482+5.6% | $3,224+46.9% |
| Admin fee / account holder | $20 | $120-83.7% | $8,020-99.8% | $110-82.2% |