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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $31,568 |
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 | $65,050 | $88,083-26.1% | $164,813-60.5% | $74,495-12.7% |
| Participation rate | 69.7% | 73.0%-3.3pp | 78.6%-8.9pp | 67.2%+2.5pp |
| Annual return | 11.98% | 17.26%-5.3pp | 69.93%-57.9pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $1,830 | $2,593-29.4% | $4,341-57.8% | $2,623-30.2% |
| Participant deferral / active EE | $3,024 | $4,498-32.8% | $6,031-49.9% | $4,346-30.4% |
| Admin fee / account holder | $197 | $2,234-91.2% | $12,690-98.4% | $1,942-89.8% |