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-DEALER5+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,988 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $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 | $39,590 | $71,964-45.0% | $167,512-76.4% | $85,563-53.7% |
| Participation rate | 46.2% | 61.0%-14.8pp | 77.1%-30.9pp | 66.0%-19.8pp |
| Annual return | 24.28% | 18.83%+5.5pp | 1615.79%-1591.5pp | 31.51%-7.2pp |
| Employer contribution / active EE | $1,315 | $1,875-29.9% | $3,882-66.1% | $2,654-50.4% |
| Participant deferral / active EE | $2,681 | $4,110-34.8% | $6,405-58.1% | $4,375-38.7% |
| Admin fee / account holder | $64 | $815-92.1% | $9,769-99.3% | $834-92.3% |