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 | $44,959 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,108 | $104,317-49.1% | $159,436-66.7% | $86,799-38.8% |
| Participation rate | 90.8% | 77.7%+13.1pp | 82.8%+8.0pp | 72.3%+18.5pp |
| Annual return | 19.59% | 26.32%-6.7pp | 263.57%-244.0pp | 97.91%-78.3pp |
| Employer contribution / active EE | $4,172 | $3,451+20.9% | $4,829-13.6% | $2,405+73.4% |
| Participant deferral / active EE | $8,686 | $6,837+27.0% | $7,352+18.1% | $4,131+110.3% |
| Admin fee / account holder | $91 | $172-47.4% | $10,799-99.2% | $170-46.5% |