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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $30,127 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $28,119 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $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 | $56,705 | $69,159-18.0% | $125,175-54.7% | $67,579-16.1% |
| Participation rate | 70.8% | 78.2%-7.4pp | 79.8%-9.0pp | 71.3%-0.5pp |
| Annual return | 25.35% | 27.12%-1.8pp | 43.79%-18.4pp | 378.56%-353.2pp |
| Employer contribution / active EE | $977 | $2,023-51.7% | $3,865-74.7% | $2,148-54.5% |
| Participant deferral / active EE | $6,065 | $3,700+63.9% | $4,937+22.9% | $3,539+71.4% |
| Admin fee / account holder | $187 | $142+31.6% | $9,702-98.1% | $142+31.1% |