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 3-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 | $6,197 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,761 | $56,317+48.7% | $71,209+17.6% | $74,304+12.7% |
| Participation rate | 87.4% | 55.1%+32.2pp | 73.8%+13.6pp | 60.3%+27.0pp |
| Annual return | 20.20% | 42.83%-22.6pp | 282.51%-262.3pp | 29.43%-9.2pp |
| Employer contribution / active EE | $4,216 | $2,160+95.2% | $2,721+54.9% | $2,241+88.1% |
| Participant deferral / active EE | $8,979 | $2,788+222.1% | $4,175+115.0% | $3,767+138.3% |
| Admin fee / account holder | $30 | $2,290-98.7% | $5,349-99.4% | $2,969-99.0% |