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 | $2,842 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Service code 37 · EIN 36-3429599 | Loan Processing | $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 | $34,429 | $80,753-57.4% | $136,294-74.7% | $62,292-44.7% |
| Participation rate | 90.4% | 73.5%+16.9pp | 81.9%+8.5pp | 69.5%+20.9pp |
| Annual return | 22.13% | 35.83%-13.7pp | 5155.94%-5133.8pp | 28.90%-6.8pp |
| Employer contribution / active EE | $2,419 | $2,884-16.1% | $4,695-48.5% | $2,042+18.4% |
| Participant deferral / active EE | $7,297 | $5,164+41.3% | $6,247+16.8% | $3,169+130.2% |
| Admin fee / account holder | $3 | $525-99.5% | $9,243-100.0% | $479-99.4% |