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 6-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 | $2,190 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,563 | $55,415-19.6% | $155,509-71.3% | $74,495-40.2% |
| Participation rate | 77.5% | 61.9%+15.6pp | 78.2%-0.7pp | 67.2%+10.3pp |
| Annual return | 13.72% | 268.50%-254.8pp | 64.67%-50.9pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $1,957 | $2,267-13.7% | $4,672-58.1% | $2,623-25.4% |
| Participant deferral / active EE | $4,433 | $2,836+56.3% | $5,626-21.2% | $4,346+2.0% |
| Admin fee / account holder | $16 | $1,738-99.1% | $15,912-99.9% | $1,942-99.2% |