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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,669 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,339 | $80,968+14.0% | $96,544-4.4% | $75,163+22.9% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 18.43% | 27.06%-8.6pp | 25.84%-7.4pp | 160.62%-142.2pp |
| Employer contribution / active EE | $1,600 | $2,282-29.9% | $2,965-46.0% | $2,670-40.1% |
| Participant deferral / active EE | $7,254 | $3,928+84.7% | $4,851+49.5% | $4,125+75.8% |
| Admin fee / account holder | $170 | $6,724-97.5% | $8,252-97.9% | $5,651-97.0% |