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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $280 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,361 | $81,248+2.6% | $155,509-46.4% | $80,856+3.1% |
| Participation rate | 89.7% | 66.2%+23.5pp | 78.2%+11.5pp | 67.6%+22.1pp |
| Annual return | 13.66% | 33.31%-19.7pp | 64.67%-51.0pp | 35.59%-21.9pp |
| Employer contribution / active EE | $7,793 | $3,100+151.4% | $4,672+66.8% | $2,755+182.9% |
| Participant deferral / active EE | $4,061 | $3,452+17.7% | $5,626-27.8% | $4,296-5.5% |
| Admin fee / account holder | $784 | $7,997-90.2% | $15,912-95.1% | $6,918-88.7% |