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 3-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 | $40,553 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,555 | $101,317+13.1% | $146,958-22.0% | $74,495+53.8% |
| Participation rate | 90.6% | 75.5%+15.1pp | 82.2%+8.4pp | 67.2%+23.4pp |
| Annual return | 13.05% | 8730.91%-8717.9pp | 418.34%-405.3pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $3,139 | $3,810-17.6% | $4,933-36.4% | $2,623+19.7% |
| Participant deferral / active EE | $13,096 | $7,303+79.3% | $8,070+62.3% | $4,346+201.3% |
| Admin fee / account holder | $237 | $1,739-86.4% | $12,998-98.2% | $1,942-87.8% |