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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,174 |
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 | $89,789 | $60,323+48.8% | $81,812+9.8% | $74,495+20.5% |
| Participation rate | 91.3% | 62.9%+28.5pp | 72.3%+19.0pp | 67.2%+24.1pp |
| Annual return | 14.20% | 16.90%-2.7pp | 773.79%-759.6pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $3,755 | $2,620+43.3% | $2,912+28.9% | $2,623+43.1% |
| Participant deferral / active EE | $6,600 | $3,387+94.8% | $4,319+52.8% | $4,346+51.9% |
| Admin fee / account holder | $25 | $1,486-98.3% | $7,386-99.7% | $1,942-98.7% |