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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,679 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,515 | $93,182+106.6% | $146,665+31.3% | $79,386+142.5% |
| Participation rate | 89.9% | 76.4%+13.5pp | 80.1%+9.9pp | 70.7%+19.2pp |
| Annual return | 15.94% | 21.61%-5.7pp | 22.74%-6.8pp | 116.85%-100.9pp |
| Employer contribution / active EE | $5,286 | $2,420+118.4% | $4,136+27.8% | $2,427+117.7% |
| Participant deferral / active EE | $11,466 | $4,169+175.0% | $5,506+108.2% | $4,046+183.4% |
| Admin fee / account holder | $66 | $585-88.7% | $10,280-99.4% | $626-89.4% |