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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,947 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,086 | $89,808-37.5% | $100,391-44.1% | $77,643-27.8% |
| Participation rate | 70.4% | 81.2%-10.8pp | 81.5%-11.1pp | 70.6%-0.2pp |
| Annual return | 21.13% | 20.62%+0.5pp | 49.20%-28.1pp | 31.24%-10.1pp |
| Employer contribution / active EE | $0 | $3,039-100.0% | $3,942-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $12,225 | $8,284+47.6% | $8,082+51.3% | $4,647+163.1% |
| Admin fee / account holder | $12 | $174-93.1% | $7,899-99.8% | $430-97.2% |