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 5-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 | $7,525 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,088 | $101,317-35.8% | $146,958-55.7% | $74,495-12.6% |
| Participation rate | 82.1% | 75.5%+6.6pp | 82.2%0pp | 67.2%+14.9pp |
| Annual return | 17.11% | 8730.91%-8713.8pp | 418.34%-401.2pp | 1364.94%-1347.8pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $6,303 | $7,303-13.7% | $8,070-21.9% | $4,346+45.0% |
| Admin fee / account holder | $739 | $1,739-57.5% | $12,998-94.3% | $1,942-61.9% |