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 | $62,654 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,963 | $87,870+43.4% | $113,168+11.3% | $74,304+69.5% |
| Participation rate | 86.3% | 70.7%+15.6pp | 76.6%+9.8pp | 60.3%+26.0pp |
| Annual return | 15.59% | 26.44%-10.8pp | 24.27%-8.7pp | 29.43%-13.8pp |
| Employer contribution / active EE | $2,950 | $2,277+29.6% | $2,975-0.8% | $2,241+31.6% |
| Participant deferral / active EE | $5,655 | $4,241+33.3% | $5,107+10.7% | $3,767+50.1% |
| Admin fee / account holder | $267 | $3,368-92.1% | $12,068-97.8% | $2,969-91.0% |