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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $42,769 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,654 | $79,171+32.2% | $102,423+2.2% | $74,495+40.5% |
| Participation rate | 97.5% | 74.8%+22.7pp | 76.5%+21.0pp | 67.2%+30.3pp |
| Annual return | 11.17% | 54.93%-43.8pp | 29.32%-18.2pp | 1364.94%-1353.8pp |
| Employer contribution / active EE | $2,555 | $2,362+8.2% | $3,023-15.5% | $2,623-2.6% |
| Participant deferral / active EE | $5,368 | $4,415+21.6% | $5,053+6.2% | $4,346+23.5% |
| Admin fee / account holder | $214 | $2,001-89.3% | $9,451-97.7% | $1,942-89.0% |