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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $220 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,322 | $99,957-19.6% | $149,696-46.3% | $73,488+9.3% |
| Participation rate | 99.0% | 75.7%+23.3pp | 82.5%+16.5pp | 70.7%+28.3pp |
| Annual return | 13.43% | 53.87%-40.4pp | 276.60%-263.2pp | 28.51%-15.1pp |
| Employer contribution / active EE | $8,131 | $3,191+154.8% | $4,644+75.1% | $2,270+258.2% |
| Participant deferral / active EE | $4,699 | $6,073-22.6% | $6,842-31.3% | $3,740+25.7% |
| Admin fee / account holder | $83 | $551-85.0% | $9,309-99.1% | $513-83.9% |