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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,570 |
ADP BROKER-DEALER7 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Service code 37 · EIN 36-3429599 | Loan Processing | $0 |
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 | $30,737 | $81,908-62.5% | $90,749-66.1% | $64,808-52.6% |
| Participation rate | 76.1% | 80.5%-4.4pp | 75.7%+0.4pp | 71.5%+4.7pp |
| Annual return | -20.48% | -12.53%-7.9pp | -12.16%-8.3pp | 32.82%-53.3pp |
| Employer contribution / active EE | $2,920 | $3,065-4.7% | $2,9210% | $2,506+16.5% |
| Participant deferral / active EE | $4,703 | $4,840-2.8% | $4,564+3.0% | $4,310+9.1% |
| Admin fee / account holder | $20 | $157-87.0% | $8,445-99.8% | $188-89.2% |