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 | $10,460 |
ADP BROKER-DEALER11+ 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 | $38,116 | $49,915-23.6% | $154,803-75.4% | $74,304-48.7% |
| Participation rate | 97.7% | 54.0%+43.8pp | 78.1%+19.6pp | 60.3%+37.4pp |
| Annual return | 13.37% | 34.06%-20.7pp | 58.88%-45.5pp | 29.43%-16.1pp |
| Employer contribution / active EE | $5,743 | $1,611+256.4% | $4,305+33.4% | $2,241+156.3% |
| Participant deferral / active EE | $4,916 | $2,255+118.0% | $5,540-11.3% | $3,767+30.5% |
| Admin fee / account holder | $51 | $2,189-97.7% | $14,329-99.6% | $2,969-98.3% |