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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,143 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,065 | $81,460+26.5% | $103,333-0.3% | $80,856+27.5% |
| Participation rate | 97.9% | 66.8%+31.0pp | 74.5%+23.4pp | 67.6%+30.3pp |
| Annual return | 14.82% | 25.55%-10.7pp | 24.88%-10.1pp | 35.59%-20.8pp |
| Employer contribution / active EE | $4,652 | $3,105+49.8% | $3,868+20.3% | $2,755+68.9% |
| Participant deferral / active EE | $9,942 | $3,869+157.0% | $5,057+96.6% | $4,296+131.4% |
| Admin fee / account holder | $41 | $6,566-99.4% | $8,355-99.5% | $6,918-99.4% |