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 10-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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $24,656 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,852 | $82,664-27.6% | $125,339-52.2% | $68,494-12.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -13.49% | -5.97%-7.5pp | 572.05%-585.5pp | -7.84%-5.6pp |
| Employer contribution / active EE | $5,848 | $3,381+73.0% | $4,814+21.5% | $2,596+125.2% |
| Participant deferral / active EE | $15,947 | $6,110+161.0% | $7,446+114.2% | $4,027+296.0% |
| Admin fee / account holder | $154 | $6,275-97.5% | $10,010-98.5% | $5,403-97.1% |