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 7-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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,009 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,502 | $87,870-24.3% | $113,168-41.2% | $74,304-10.5% |
| Participation rate | 87.8% | 70.7%+17.0pp | 76.6%+11.2pp | 60.3%+27.4pp |
| Annual return | 18.19% | 26.44%-8.2pp | 24.27%-6.1pp | 29.43%-11.2pp |
| Employer contribution / active EE | $4,821 | $2,277+111.7% | $2,975+62.0% | $2,241+115.1% |
| Participant deferral / active EE | $9,808 | $4,241+131.3% | $5,107+92.1% | $3,767+160.3% |
| Admin fee / account holder | $29 | $3,368-99.1% | $12,068-99.8% | $2,969-99.0% |