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 8-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 |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $43,392 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $24,757 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $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 | $45,833 | $34,677+32.2% | $77,024-40.5% | $64,808-29.3% |
| Participation rate | 48.5% | 49.8%-1.3pp | 67.9%-19.4pp | 71.5%-22.9pp |
| Annual return | -16.13% | -5.33%-10.8pp | 42.32%-58.4pp | 32.82%-48.9pp |
| Employer contribution / active EE | $703 | $1,370-48.7% | $2,812-75.0% | $2,506-71.9% |
| Participant deferral / active EE | $8,626 | $2,556+237.4% | $4,426+94.9% | $4,310+100.1% |
| Admin fee / account holder | $211 | $179+18.2% | $5,425-96.1% | $188+12.4% |