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 9-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 | $6,354 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,683 | $80,717-71.9% | $154,803-85.3% | $84,808-73.3% |
| Participation rate | 86.9% | 66.8%+20.1pp | 78.1%+8.8pp | 68.3%+18.6pp |
| Annual return | 21.96% | 37.96%-16.0pp | 58.88%-36.9pp | 40.90%-18.9pp |
| Employer contribution / active EE | $1,398 | $2,761-49.4% | $4,305-67.5% | $2,631-46.9% |
| Participant deferral / active EE | $2,515 | $3,303-23.9% | $5,540-54.6% | $4,212-40.3% |
| Admin fee / account holder | $106 | $6,746-98.4% | $14,329-99.3% | $7,344-98.6% |