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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $17,897 |
ADP BROKER-DEALER8 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,033 | $73,360+114.1% | $177,989-11.8% | $74,495+110.8% |
| Participation rate | 76.6% | 66.6%+10.0pp | 77.1%-0.4pp | 67.2%+9.4pp |
| Annual return | 13.43% | 17.49%-4.1pp | 294.48%-281.1pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $313 | $2,216-85.9% | $3,949-92.1% | $2,623-88.1% |
| Participant deferral / active EE | $9,677 | $4,513+114.4% | $6,276+54.2% | $4,346+122.7% |
| Admin fee / account holder | $147 | $1,808-91.9% | $10,363-98.6% | $1,942-92.4% |