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 9-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 | $2,256 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,410 | $101,317-48.3% | $146,958-64.3% | $74,495-29.6% |
| Participation rate | 92.9% | 75.5%+17.3pp | 82.2%+10.7pp | 67.2%+25.7pp |
| Annual return | 21.88% | 8730.91%-8709.0pp | 418.34%-396.5pp | 1364.94%-1343.1pp |
| Employer contribution / active EE | $4,988 | $3,810+30.9% | $4,933+1.1% | $2,623+90.2% |
| Participant deferral / active EE | $12,172 | $7,303+66.7% | $8,070+50.8% | $4,346+180.1% |
| Admin fee / account holder | $14 | $1,739-99.2% | $12,998-99.9% | $1,942-99.3% |