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 | $3,605 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,494 | $109,881-9.5% | $150,045-33.7% | $84,808+17.3% |
| Participation rate | 96.8% | 76.1%+20.8pp | 82.3%+14.5pp | 68.3%+28.5pp |
| Annual return | 17.44% | 28.25%-10.8pp | 62.55%-45.1pp | 40.90%-23.5pp |
| Employer contribution / active EE | $4,345 | $3,561+22.0% | $4,693-7.4% | $2,631+65.1% |
| Participant deferral / active EE | $16,237 | $6,636+144.7% | $7,997+103.0% | $4,212+285.5% |
| Admin fee / account holder | $14 | $8,568-99.8% | $13,435-99.9% | $7,344-99.8% |