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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $13,542 |
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 | $51,923 | $89,248-41.8% | $136,007-61.8% | $74,495-30.3% |
| Participation rate | 93.4% | 69.4%+24.0pp | 76.5%+16.9pp | 67.2%+26.2pp |
| Annual return | 17.94% | 22.76%-4.8pp | 579.32%-561.4pp | 1364.94%-1347.0pp |
| Employer contribution / active EE | $5,363 | $2,838+89.0% | $4,217+27.2% | $2,623+104.4% |
| Participant deferral / active EE | $9,931 | $4,598+116.0% | $7,025+41.4% | $4,346+128.5% |
| Admin fee / account holder | $50 | $1,545-96.8% | $6,858-99.3% | $1,942-97.4% |