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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $9,571 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,085 | $89,808-30.9% | $100,391-38.2% | $77,643-20.0% |
| Participation rate | 89.1% | 81.2%+7.9pp | 81.5%+7.6pp | 70.6%+18.5pp |
| Annual return | 29.00% | 20.62%+8.4pp | 49.20%-20.2pp | 31.24%-2.2pp |
| Employer contribution / active EE | $0 | $3,039-100.0% | $3,942-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $15,661 | $8,284+89.0% | $8,082+93.8% | $4,647+237.0% |
| Admin fee / account holder | $16 | $174-90.8% | $7,899-99.8% | $430-96.3% |