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 | $14,466 |
ADP BROKER-DEALER9+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,921 | $91,538+35.4% | $129,995-4.7% | $75,163+64.9% |
| Participation rate | 98.7% | 71.4%+27.3pp | 78.5%+20.2pp | 67.2%+31.5pp |
| Annual return | 22.02% | -631.11%+653.1pp | -137.18%+159.2pp | 160.62%-138.6pp |
| Employer contribution / active EE | $2,662 | $2,845-6.4% | $4,320-38.4% | $2,670-0.3% |
| Participant deferral / active EE | $2,891 | $4,341-33.4% | $5,820-50.3% | $4,125-29.9% |
| Admin fee / account holder | $146 | $6,790-97.8% | $10,614-98.6% | $5,651-97.4% |