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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,994 |
ADP BROKER-DEALER1 year 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 | $58,384 | $53,063+10.0% | $70,164-16.8% | $71,457-18.3% |
| Participation rate | 65.8% | 62.1%+3.7pp | 78.8%-13.0pp | 67.9%-2.1pp |
| Annual return | 19.90% | 19.46%+0.4pp | 18.87%+1.0pp | 28.85%-9.0pp |
| Employer contribution / active EE | $2,723 | $3,011-9.6% | $4,287-36.5% | $2,588+5.2% |
| Participant deferral / active EE | $5,874 | $3,291+78.5% | $5,395+8.9% | $4,289+37.0% |
| Admin fee / account holder | $20 | $1,068-98.1% | $4,561-99.6% | $1,587-98.7% |