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 5-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 | $68,648 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,616 | $64,612-60.4% | $86,436-70.4% | $64,808-60.5% |
| Participation rate | 96.3% | 81.5%+14.9pp | 80.3%+16.0pp | 71.5%+24.9pp |
| Annual return | -12.51% | 0.66%-13.2pp | 4394.89%-4407.4pp | 32.82%-45.3pp |
| Employer contribution / active EE | $1,686 | $2,744-38.5% | $3,769-55.2% | $2,506-32.7% |
| Participant deferral / active EE | $7,445 | $7,497-0.7% | $6,952+7.1% | $4,310+72.7% |
| Admin fee / account holder | $116 | $169-31.2% | $6,731-98.3% | $188-38.0% |