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 | $17,829 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,767 | $100,923-22.9% | $150,045-48.2% | $74,304+4.7% |
| Participation rate | 98.2% | 70.1%+28.1pp | 82.3%+15.9pp | 60.3%+37.9pp |
| Annual return | 19.60% | 51.77%-32.2pp | 62.55%-42.9pp | 29.43%-9.8pp |
| Employer contribution / active EE | $2,623 | $3,463-24.3% | $4,693-44.1% | $2,241+17.0% |
| Participant deferral / active EE | $7,752 | $6,709+15.5% | $7,997-3.1% | $3,767+105.8% |
| Admin fee / account holder | $105 | $2,767-96.2% | $13,435-99.2% | $2,969-96.5% |