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-DEALER4+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $84,309 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,017 | $89,282-56.3% | $94,646-58.8% | $74,419-47.6% |
| Participation rate | 96.8% | 82.4%+14.4pp | 80.8%+16.0pp | 70.7%+26.1pp |
| Annual return | 24.11% | 25.96%-1.8pp | 156.71%-132.6pp | 34.38%-10.3pp |
| Employer contribution / active EE | $1,879 | $3,022-37.8% | $3,672-48.8% | $2,637-28.7% |
| Participant deferral / active EE | $9,935 | $8,425+17.9% | $7,418+33.9% | $4,528+119.4% |
| Admin fee / account holder | $133 | $219-39.1% | $7,231-98.2% | $348-61.7% |