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 | $3,942 |
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 | $45,419 | $66,813-32.0% | $100,516-54.8% | $73,488-38.2% |
| Participation rate | 88.9% | 77.5%+11.4pp | 79.4%+9.5pp | 70.7%+18.2pp |
| Annual return | 15.87% | 25.70%-9.8pp | 30.89%-15.0pp | 28.51%-12.6pp |
| Employer contribution / active EE | $1,444 | $2,147-32.7% | $3,418-57.8% | $2,270-36.4% |
| Participant deferral / active EE | $5,082 | $5,883-13.6% | $6,270-19.0% | $3,740+35.9% |
| Admin fee / account holder | $17 | $512-96.7% | $8,081-99.8% | $513-96.7% |