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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,725 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,526 | $73,638+73.2% | $95,952+32.9% | $73,488+73.5% |
| Participation rate | 81.1% | 76.2%+4.9pp | 77.1%+4.0pp | 70.7%+10.4pp |
| Annual return | 22.59% | 16.78%+5.8pp | 91.61%-69.0pp | 28.51%-5.9pp |
| Employer contribution / active EE | $3,957 | $1,863+112.4% | $2,541+55.7% | $2,270+74.3% |
| Participant deferral / active EE | $7,515 | $3,617+107.8% | $4,167+80.3% | $3,740+101.0% |
| Admin fee / account holder | $11 | $482-97.8% | $6,795-99.8% | $513-97.9% |