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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 7-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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,691 |
Annual investment return 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 | $183,130 | $101,317+80.7% | $146,958+24.6% | $74,495+145.8% |
| Participation rate | 84.6% | 75.5%+9.1pp | 82.2%+2.5pp | 67.2%+17.4pp |
| Annual return | 12.88% | 8730.91%-8718.0pp | 418.34%-405.5pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $5,666 | $3,810+48.7% | $4,933+14.9% | $2,623+116.0% |
| Participant deferral / active EE | $15,004 | $7,303+105.4% | $8,070+85.9% | $4,346+245.2% |
| Admin fee / account holder | $13 | $1,739-99.3% | $12,998-99.9% | $1,942-99.3% |