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 8-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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,622 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,432 | $79,428+11.3% | $106,548-17.0% | $79,386+11.4% |
| Participation rate | 99.3% | 74.1%+25.1pp | 76.1%+23.1pp | 70.7%+28.6pp |
| Annual return | 13.73% | 18.27%-4.5pp | 26.80%-13.1pp | 116.85%-103.1pp |
| Employer contribution / active EE | $11,875 | $2,234+431.5% | $2,819+321.3% | $2,427+389.2% |
| Participant deferral / active EE | $12,590 | $3,823+229.4% | $4,398+186.3% | $4,046+211.2% |
| Admin fee / account holder | $55 | $523-89.5% | $7,407-99.3% | $626-91.2% |