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-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,690 |
ADP BROKER-DEALER9 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 | $99,324 | $119,446-16.8% | $150,045-33.8% | $85,563+16.1% |
| Participation rate | 96.6% | 75.4%+21.1pp | 82.3%+14.2pp | 66.0%+30.6pp |
| Annual return | 15.07% | 23.72%-8.7pp | 62.55%-47.5pp | 31.51%-16.4pp |
| Employer contribution / active EE | $1,968 | $4,078-51.7% | $4,693-58.1% | $2,654-25.8% |
| Participant deferral / active EE | $11,891 | $7,985+48.9% | $7,997+48.7% | $4,375+171.8% |
| Admin fee / account holder | $7 | $548-98.8% | $13,435-100.0% | $834-99.2% |