Filed January 21, 2025
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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 | $1,031 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,953 | $101,317-41.8% | $146,958-59.9% | $74,495-20.9% |
| Participation rate | 89.9% | 75.5%+14.3pp | 82.2%+7.7pp | 67.2%+22.7pp |
| Annual return | 24.68% | 8730.91%-8706.2pp | 418.34%-393.7pp | 1364.94%-1340.3pp |
| Employer contribution / active EE | $3,096 | $3,810-18.7% | $4,933-37.2% | $2,623+18.0% |
| Participant deferral / active EE | $18,033 | $7,303+146.9% | $8,070+123.5% | $4,346+315.0% |
| Admin fee / account holder | $7 | $1,739-99.6% | $12,998-99.9% | $1,942-99.6% |