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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $110 |
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 | $47,906 | $66,302-27.7% | $110,238-56.5% | $56,287-14.9% |
| Participation rate | 62.2% | 74.9%-12.8pp | 79.8%-17.7pp | 69.9%-7.7pp |
| Annual return | 0.72% | -1.18%+1.9pp | 314.74%-314.0pp | -9.96%+10.7pp |
| Employer contribution / active EE | $967 | $2,047-52.8% | $3,826-74.7% | $2,111-54.2% |
| Participant deferral / active EE | $3,471 | $3,381+2.7% | $4,672-25.7% | $3,350+3.6% |
| Admin fee / account holder | $21 | $698-97.0% | $8,547-99.8% | $521-95.9% |