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-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,685 |
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 | $32,832 | $42,886-23.4% | $88,946-63.1% | $85,563-61.6% |
| Participation rate | 31.3% | 37.9%-6.7pp | 68.8%-37.6pp | 66.0%-34.7pp |
| Annual return | 21.23% | 44.56%-23.3pp | 57.82%-36.6pp | 31.51%-10.3pp |
| Employer contribution / active EE | $667 | $1,147-41.9% | $2,555-73.9% | $2,654-74.9% |
| Participant deferral / active EE | $1,667 | $2,108-20.9% | $4,581-63.6% | $4,375-61.9% |
| Admin fee / account holder | $30 | $2,263-98.7% | $8,261-99.6% | $834-96.4% |