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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $12,788 |
ADP BROKER-DEALER8 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,813 | $113,016-62.1% | $103,476-58.6% | $74,495-42.5% |
| Participation rate | 96.3% | 80.8%+15.5pp | 80.5%+15.8pp | 67.2%+29.1pp |
| Annual return | 11.18% | 23.24%-12.1pp | 23.90%-12.7pp | 1364.94%-1353.8pp |
| Employer contribution / active EE | $2,322 | $4,881-52.4% | $4,672-50.3% | $2,623-11.5% |
| Participant deferral / active EE | $3,952 | $7,279-45.7% | $6,623-40.3% | $4,346-9.0% |
| Admin fee / account holder | $53 | $1,709-96.9% | $9,413-99.4% | $1,942-97.3% |