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-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,969 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,064 | $55,371-16.8% | $95,585-51.8% | $74,304-38.0% |
| Participation rate | 90.0% | 53.8%+36.2pp | 72.1%+18.0pp | 60.3%+29.7pp |
| Annual return | 32.45% | 24.26%+8.2pp | 38.56%-6.1pp | 29.43%+3.0pp |
| Employer contribution / active EE | $0 | $1,437-100.0% | $2,527-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $8,693 | $2,955+194.1% | $4,023+116.1% | $3,767+130.7% |
| Admin fee / account holder | $21 | $2,620-99.2% | $6,127-99.7% | $2,969-99.3% |