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 9-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-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,400 |
ADP BROKER-DEALER2+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,235 | $76,552-35.7% | $123,892-60.3% | $62,891-21.7% |
| Participation rate | 88.0% | 73.0%+15.0pp | 81.4%+6.5pp | 69.3%+18.6pp |
| Annual return | 8.76% | 18.68%-9.9pp | 47.52%-38.8pp | 20.14%-11.4pp |
| Employer contribution / active EE | $2,251 | $2,883-21.9% | $4,617-51.2% | $2,281-1.3% |
| Participant deferral / active EE | $7,132 | $4,840+47.4% | $5,984+19.2% | $3,203+122.7% |
| Admin fee / account holder | $21 | $4,826-99.6% | $8,357-99.7% | $4,296-99.5% |