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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,165 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,254 | $99,957-26.7% | $149,696-51.1% | $73,488-0.3% |
| Participation rate | 91.0% | 75.7%+15.3pp | 82.5%+8.6pp | 70.7%+20.3pp |
| Annual return | 27.03% | 53.87%-26.8pp | 276.60%-249.6pp | 28.51%-1.5pp |
| Employer contribution / active EE | $10,308 | $3,191+223.0% | $4,644+121.9% | $2,270+354.1% |
| Participant deferral / active EE | $13,195 | $6,073+117.3% | $6,842+92.9% | $3,740+252.9% |
| Admin fee / account holder | $7 | $551-98.8% | $9,309-99.9% | $513-98.7% |