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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,956 |
ADP BROKER-DEALER8 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,693 | $59,417-41.6% | $93,606-62.9% | $74,495-53.4% |
| Participation rate | 100.0% | 59.7%+40.3pp | 68.7%+31.3pp | 67.2%+32.8pp |
| Annual return | 10.73% | 81.83%-71.1pp | 133.20%-122.5pp | 1364.94%-1354.2pp |
| Employer contribution / active EE | $1,050 | $1,264-16.9% | $2,420-56.6% | $2,623-60.0% |
| Participant deferral / active EE | $5,357 | $3,050+75.6% | $4,411+21.4% | $4,346+23.3% |
| Admin fee / account holder | $25 | $3,021-99.2% | $8,285-99.7% | $1,942-98.7% |