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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $38,297 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,724 | $101,724-92.4% | $164,813-95.3% | $80,856-90.4% |
| Participation rate | 86.7% | 71.8%+14.8pp | 78.6%+8.1pp | 67.6%+19.0pp |
| Annual return | -17.28% | 16.72%-34.0pp | 69.93%-87.2pp | 35.59%-52.9pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,341-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $6,374 | $4,477+42.4% | $6,031+5.7% | $4,296+48.4% |
| Admin fee / account holder | $116 | $8,227-98.6% | $12,690-99.1% | $6,918-98.3% |