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+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,500 |
ADP BROKER-DEALER1+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $51,801 | $59,332-12.7% | $90,223-42.6% | $59,632-13.1% |
| Participation rate | 96.7% | 71.9%+24.8pp | 79.0%+17.7pp | 68.7%+28.1pp |
| Annual return | -0.64% | 3.25%-3.9pp | 1.31%-2.0pp | 2041.28%-2041.9pp |
| Employer contribution / active EE | $3,395 | $3,031+12.0% | $4,378-22.4% | $2,203+54.2% |
| Participant deferral / active EE | $7,398 | $4,369+69.3% | $5,792+27.7% | $3,192+131.8% |
| Admin fee / account holder | $13 | $5,032-99.7% | $7,406-99.8% | $4,297-99.7% |