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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,383 |
ADP BROKER-DEALER3 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 | $72,278 | $74,304-2.7% | $69,780+3.6% | $74,304-2.7% |
| Participation rate | 60.6% | 60.3%+0.3pp | 79.3%-18.7pp | 60.3%+0.3pp |
| Annual return | 17.61% | 29.43%-11.8pp | 26.31%-8.7pp | 29.43%-11.8pp |
| Employer contribution / active EE | $2,688 | $2,241+19.9% | $4,168-35.5% | $2,241+19.9% |
| Participant deferral / active EE | $6,320 | $3,767+67.8% | $6,164+2.5% | $3,767+67.8% |
| Admin fee / account holder | $41 | $2,969-98.6% | $7,285-99.4% | $2,969-98.6% |