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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,612 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,777 | $73,867-52.9% | $143,757-75.8% | $68,494-49.2% |
| Participation rate | 59.3% | 66.7%-7.3pp | 80.3%-21.0pp | 67.9%-8.5pp |
| Annual return | -14.10% | 1.01%-15.1pp | -0.04%-14.1pp | -7.84%-6.3pp |
| Employer contribution / active EE | $1,839 | $3,184-42.3% | $4,951-62.9% | $2,596-29.2% |
| Participant deferral / active EE | $4,325 | $3,384+27.8% | $5,637-23.3% | $4,027+7.4% |
| Admin fee / account holder | $49 | $5,755-99.1% | $14,673-99.7% | $5,403-99.1% |