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 4-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-DEALER4+ years Filed as: ADP, INC. Service code 37 · EIN 13-3036745 | Loan Processing | $3,375 |
ADP BROKER-DEALER4+ 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 | $39,498 | $62,624-36.9% | $177,989-77.8% | $77,643-49.1% |
| Participation rate | 92.9% | 66.8%+26.1pp | 77.1%+15.8pp | 70.6%+22.3pp |
| Annual return | 23.21% | 16.16%+7.1pp | 294.48%-271.3pp | 31.24%-8.0pp |
| Employer contribution / active EE | $3,163 | $1,909+65.7% | $3,949-19.9% | $2,726+16.0% |
| Participant deferral / active EE | $7,978 | $4,219+89.1% | $6,276+27.1% | $4,647+71.7% |
| Admin fee / account holder | $6 | $386-98.3% | $10,363-99.9% | $430-98.5% |