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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.
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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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,714 |
Employer contribution per participant 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 | $123,387 | $109,881+12.3% | $150,045-17.8% | $84,808+45.5% |
| Participation rate | 95.2% | 76.1%+19.1pp | 82.3%+12.9pp | 68.3%+26.9pp |
| Annual return | 18.31% | 28.25%-9.9pp | 62.55%-44.2pp | 40.90%-22.6pp |
| Employer contribution / active EE | $220 | $3,561-93.8% | $4,693-95.3% | $2,631-91.6% |
| Participant deferral / active EE | $15,751 | $6,636+137.4% | $7,997+97.0% | $4,212+274.0% |
| Admin fee / account holder | $25 | $8,568-99.7% | $13,435-99.8% | $7,344-99.7% |