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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,728 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $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 | $60,873 | $89,652-32.1% | $141,162-56.9% | $65,185-6.6% |
| Participation rate | 85.8% | 74.7%+11.1pp | 82.5%+3.4pp | 70.2%+15.6pp |
| Annual return | 23.28% | 32.79%-9.5pp | 71.39%-48.1pp | 29.38%-6.1pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,735-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $4,618 | $5,691-18.9% | $6,709-31.2% | $3,514+31.4% |
| Admin fee / account holder | $24 | $569-95.8% | $10,261-99.8% | $847-97.2% |