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 5-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-DEALER5+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $18,475 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,941 | $100,923-43.6% | $150,045-62.1% | $74,304-23.4% |
| Participation rate | 89.2% | 70.1%+19.1pp | 82.3%+6.9pp | 60.3%+28.9pp |
| Annual return | 22.03% | 51.77%-29.7pp | 62.55%-40.5pp | 29.43%-7.4pp |
| Employer contribution / active EE | $2,331 | $3,463-32.7% | $4,693-50.3% | $2,241+4.0% |
| Participant deferral / active EE | $12,221 | $6,709+82.1% | $7,997+52.8% | $3,767+224.4% |
| Admin fee / account holder | $106 | $2,767-96.2% | $13,435-99.2% | $2,969-96.4% |