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 7-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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $35,804 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,208 | $185,342-68.1% | $111,297-46.8% | $86,799-31.8% |
| Participation rate | 78.6% | 81.0%-2.4pp | 77.3%+1.3pp | 72.3%+6.3pp |
| Annual return | 14.01% | 500.80%-486.8pp | 54.65%-40.6pp | 97.91%-83.9pp |
| Employer contribution / active EE | $984 | $2,246-56.2% | $2,731-64.0% | $2,405-59.1% |
| Participant deferral / active EE | $3,163 | $4,458-29.0% | $4,487-29.5% | $4,131-23.4% |
| Admin fee / account holder | $78 | $255-69.7% | $7,964-99.0% | $170-54.3% |