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 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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $760 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,057 | $84,487+76.4% | $125,339+18.9% | $66,914+122.8% |
| Participation rate | 82.7% | 76.4%+6.3pp | 82.4%+0.4pp | 69.8%+12.9pp |
| Annual return | -15.51% | -8.39%-7.1pp | 572.05%-587.6pp | 1.58%-17.1pp |
| Employer contribution / active EE | $4,532 | $3,553+27.6% | $4,814-5.8% | $2,544+78.1% |
| Participant deferral / active EE | $12,106 | $6,781+78.5% | $7,446+62.6% | $4,237+185.7% |
| Admin fee / account holder | $6 | $685-99.1% | $10,010-99.9% | $593-98.9% |