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 10-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-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,735 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $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 | $34,415 | $155,795-77.9% | $136,294-74.7% | $69,631-50.6% |
| Participation rate | 90.6% | 75.2%+15.3pp | 81.9%+8.6pp | 70.7%+19.9pp |
| Annual return | 23.77% | 232464.33%-232440.6pp | 5155.94%-5132.2pp | 27571.02%-27547.3pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $4,695-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $5,665 | $5,394+5.0% | $6,247-9.3% | $3,224+75.7% |
| Admin fee / account holder | $10 | $128-92.0% | $9,243-99.9% | $110-90.7% |