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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,919 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,298 | $64,707+0.9% | $112,228-41.8% | $68,494-4.7% |
| Participation rate | 96.5% | 67.2%+29.3pp | 75.1%+21.4pp | 67.9%+28.6pp |
| Annual return | -17.60% | -11.40%-6.2pp | 27.45%-45.0pp | -7.84%-9.8pp |
| Employer contribution / active EE | $4,223 | $2,746+53.8% | $3,635+16.2% | $2,596+62.7% |
| Participant deferral / active EE | $9,049 | $3,565+153.8% | $4,728+91.4% | $4,027+124.7% |
| Admin fee / account holder | $14 | $5,232-99.7% | $6,410-99.8% | $5,403-99.7% |