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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,044 |
ADP BROKER-DEALER7+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,471 | $79,449-78.0% | $189,557-90.8% | $85,850-79.6% |
| Participation rate | 83.9% | 66.0%+17.9pp | 78.4%+5.5pp | 69.3%+14.6pp |
| Annual return | 14.01% | 18.45%-4.4pp | 64.17%-50.2pp | 318.53%-304.5pp |
| Employer contribution / active EE | $1,695 | $2,081-18.5% | $4,412-61.6% | $2,565-33.9% |
| Participant deferral / active EE | $2,844 | $4,051-29.8% | $6,174-53.9% | $3,952-28.0% |
| Admin fee / account holder | $32 | $5,377-99.4% | $9,807-99.7% | $6,260-99.5% |