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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $54,257 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $43,068 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,840 | $82,917-50.7% | $103,333-60.5% | $77,643-47.4% |
| Participation rate | 96.7% | 71.6%+25.1pp | 74.5%+22.2pp | 70.6%+26.1pp |
| Annual return | 13.78% | 19.13%-5.3pp | 24.88%-11.1pp | 31.24%-17.5pp |
| Employer contribution / active EE | $1,643 | $3,552-53.7% | $3,868-57.5% | $2,726-39.7% |
| Participant deferral / active EE | $4,168 | $4,108+1.4% | $5,057-17.6% | $4,647-10.3% |
| Admin fee / account holder | $182 | $638-71.5% | $8,355-97.8% | $430-57.8% |