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 | $21,569 |
ADP BROKER-DEALER6 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,749 | $56,767-12.4% | $101,794-51.1% | $85,563-41.9% |
| Participation rate | 57.4% | 57.6%-0.2pp | 69.2%-11.8pp | 66.0%-8.5pp |
| Annual return | 17.07% | 17.76%-0.7pp | 30.53%-13.5pp | 31.51%-14.4pp |
| Employer contribution / active EE | $1,708 | $1,112+53.6% | $2,289-25.4% | $2,654-35.6% |
| Participant deferral / active EE | $3,343 | $2,720+22.9% | $4,084-18.1% | $4,375-23.6% |
| Admin fee / account holder | $97 | $1,098-91.2% | $8,777-98.9% | $834-88.4% |