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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,398 |
ADP BROKER-DEALER1 year 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 | $212,860 | $99,985+112.9% | $146,665+45.1% | $85,850+147.9% |
| Participation rate | 75.0% | 73.1%+1.9pp | 80.1%-5.1pp | 69.3%+5.7pp |
| Annual return | 21.41% | 18.93%+2.5pp | 22.74%-1.3pp | 318.53%-297.1pp |
| Employer contribution / active EE | $7,004 | $2,559+173.8% | $4,136+69.3% | $2,565+173.1% |
| Participant deferral / active EE | $19,052 | $4,006+375.6% | $5,506+246.0% | $3,952+382.1% |
| Admin fee / account holder | $107 | $7,702-98.6% | $10,280-99.0% | $6,260-98.3% |