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+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,925 |
ADP BROKER-DEALER1+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $31,649 | $39,458-19.8% | $60,547-47.7% | $55,191-42.7% |
| Participation rate | 62.0% | 59.6%+2.4pp | 68.0%-6.0pp | 69.2%-7.2pp |
| Annual return | 153.80% | 3.35%+150.4pp | 335.64%-181.8pp | 10.78%+143.0pp |
| Employer contribution / active EE | $397 | $1,210-67.2% | $2,419-83.6% | $1,899-79.1% |
| Participant deferral / active EE | $1,337 | $2,140-37.5% | $3,328-59.8% | $3,046-56.1% |
| Admin fee / account holder | $21 | $95-77.8% | $4,536-99.5% | $91-76.7% |