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 | $8,034 |
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 | $16,258 | $54,350-70.1% | $82,719-80.3% | $68,494-76.3% |
| Participation rate | 67.1% | 63.9%+3.2pp | 72.6%-5.4pp | 67.9%-0.8pp |
| Annual return | -19.23% | -13.67%-5.6pp | 701.18%-720.4pp | -7.84%-11.4pp |
| Employer contribution / active EE | $583 | $2,218-73.7% | $3,009-80.6% | $2,596-77.5% |
| Participant deferral / active EE | $1,978 | $3,246-39.1% | $4,395-55.0% | $4,027-50.9% |
| Admin fee / account holder | $167 | $4,395-96.2% | $5,329-96.9% | $5,403-96.9% |