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 | $87,717 |
Service code 15 · EIN 84-4826355 | Recordkeeping | $37,526 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,475 | $106,028-15.6% | $146,958-39.1% | $77,643+15.2% |
| Participation rate | 95.0% | 78.4%+16.6pp | 82.2%+12.9pp | 70.6%+24.4pp |
| Annual return | 18.18% | 56.73%-38.6pp | 418.34%-400.2pp | 31.24%-13.1pp |
| Employer contribution / active EE | $3,831 | $4,063-5.7% | $4,933-22.3% | $2,726+40.6% |
| Participant deferral / active EE | $14,277 | $7,990+78.7% | $8,070+76.9% | $4,647+207.2% |
| Admin fee / account holder | $107 | $337-68.3% | $12,998-99.2% | $430-75.1% |