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-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $9,952 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,913 | $49,915+8.0% | $154,803-65.2% | $74,304-27.4% |
| Participation rate | 82.6% | 54.0%+28.6pp | 78.1%+4.5pp | 60.3%+22.2pp |
| Annual return | 13.68% | 34.06%-20.4pp | 58.88%-45.2pp | 29.43%-15.8pp |
| Employer contribution / active EE | $2,555 | $1,611+58.6% | $4,305-40.7% | $2,241+14.0% |
| Participant deferral / active EE | $3,701 | $2,255+64.1% | $5,540-33.2% | $3,767-1.8% |
| Admin fee / account holder | $36 | $2,189-98.4% | $14,329-99.7% | $2,969-98.8% |