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 9-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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $33,388 |
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $29,774 |
ADP BROKER-DEALER7 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,436 | $50,199-79.2% | $70,092-85.1% | $66,914-84.4% |
| Participation rate | 85.6% | 66.3%+19.3pp | 70.5%+15.1pp | 69.8%+15.8pp |
| Annual return | -15.79% | -13.85%-1.9pp | 190.73%-206.5pp | 1.58%-17.4pp |
| Employer contribution / active EE | $1,226 | $1,864-34.2% | $2,559-52.1% | $2,544-51.8% |
| Participant deferral / active EE | $2,452 | $3,112-21.2% | $3,849-36.3% | $4,237-42.1% |
| Admin fee / account holder | $66 | $600-89.1% | $6,267-99.0% | $593-88.9% |