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 |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $14,485 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,685 |
ADP BROKER-DEALER8+ 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,482 | $26,549+37.4% | $61,373-40.6% | $66,914-45.5% |
| Participation rate | 56.4% | 38.1%+18.3pp | 52.6%+3.9pp | 69.8%-13.4pp |
| Annual return | -13.10% | -16.21%+3.1pp | 338.61%-351.7pp | 1.58%-14.7pp |
| Employer contribution / active EE | $700 | $651+7.5% | $1,159-39.6% | $2,544-72.5% |
| Participant deferral / active EE | $2,620 | $1,338+95.8% | $2,125+23.3% | $4,237-38.2% |
| Admin fee / account holder | $140 | $409-65.7% | $2,130-93.4% | $593-76.4% |