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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,104 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,389 | $65,061-90.2% | $143,757-95.6% | $66,914-90.5% |
| Participation rate | 86.6% | 65.2%+21.4pp | 80.3%+6.2pp | 69.8%+16.8pp |
| Annual return | -15.77% | -11.14%-4.6pp | -0.04%-15.7pp | 1.58%-17.4pp |
| Employer contribution / active EE | $0 | $2,361-100.0% | $4,951-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,661 | $2,919-43.1% | $5,637-70.5% | $4,237-60.8% |
| Admin fee / account holder | $6 | $502-98.9% | $14,673-100.0% | $593-99.1% |