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 6-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 | $2,726 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,902 | $86,944+47.1% | $107,525+19.0% | $74,304+72.1% |
| Participation rate | 99.1% | 59.6%+39.5pp | 75.1%+24.0pp | 60.3%+38.7pp |
| Annual return | 19.09% | 23.52%-4.4pp | 181.32%-162.2pp | 29.43%-10.3pp |
| Employer contribution / active EE | $4,485 | $2,757+62.7% | $3,754+19.5% | $2,241+100.1% |
| Participant deferral / active EE | $9,162 | $3,554+157.8% | $5,116+79.1% | $3,767+143.2% |
| Admin fee / account holder | $46 | $3,727-98.8% | $8,919-99.5% | $2,969-98.4% |