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 3-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-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,657 |
ADP BROKER-DEALER3+ 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 | $55,200 | $44,960+22.8% | $84,966-35.0% | $74,495-25.9% |
| Participation rate | 93.1% | 49.4%+43.8pp | 67.5%+25.6pp | 67.2%+25.9pp |
| Annual return | 19.97% | 26.24%-6.3pp | 66.38%-46.4pp | 1364.94%-1345.0pp |
| Employer contribution / active EE | $985 | $1,457-32.4% | $2,727-63.9% | $2,623-62.5% |
| Participant deferral / active EE | $10,702 | $2,731+291.9% | $4,519+136.8% | $4,346+146.3% |
| Admin fee / account holder | $14 | $2,209-99.4% | $6,149-99.8% | $1,942-99.3% |