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-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $16,831 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,689 | $84,487-61.3% | $125,339-73.9% | $66,914-51.1% |
| Participation rate | 65.3% | 76.4%-11.1pp | 82.4%-17.1pp | 69.8%-4.5pp |
| Annual return | -3.43% | -8.39%+5.0pp | 572.05%-575.5pp | 1.58%-5.0pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $9,401 | $6,781+38.6% | $7,446+26.2% | $4,237+121.9% |
| Admin fee / account holder | $91 | $685-86.6% | $10,010-99.1% | $593-84.6% |