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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,116 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,828 | $73,933+2.6% | $96,683-21.6% | $75,163+0.9% |
| Participation rate | 96.8% | 66.4%+30.4pp | 74.3%+22.5pp | 67.2%+29.6pp |
| Annual return | 18.51% | 26.70%-8.2pp | 35.69%-17.2pp | 160.62%-142.1pp |
| Employer contribution / active EE | $4,044 | $2,928+38.1% | $3,737+8.2% | $2,670+51.5% |
| Participant deferral / active EE | $9,066 | $3,659+147.8% | $4,878+85.8% | $4,125+119.8% |
| Admin fee / account holder | $22 | $5,216-99.6% | $6,730-99.7% | $5,651-99.6% |