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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,275 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,278 | $58,320+118.2% | $86,436+47.3% | $66,914+90.2% |
| Participation rate | 87.5% | 78.6%+8.9pp | 80.3%+7.2pp | 69.8%+17.7pp |
| Annual return | -16.82% | -9.71%-7.1pp | 4394.89%-4411.7pp | 1.58%-18.4pp |
| Employer contribution / active EE | $5,341 | $2,615+104.2% | $3,769+41.7% | $2,544+109.9% |
| Participant deferral / active EE | $10,633 | $6,899+54.1% | $6,952+53.0% | $4,237+151.0% |
| Admin fee / account holder | $12 | $546-97.9% | $6,731-99.8% | $593-98.0% |