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 9-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 | $20,120 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,917 | $121,341-18.5% | $189,513-47.8% | $79,386+24.6% |
| Participation rate | 75.4% | 86.1%-10.7pp | 87.8%-12.4pp | 70.7%+4.7pp |
| Annual return | 14.10% | 21.08%-7.0pp | 555.15%-541.1pp | 116.85%-102.8pp |
| Employer contribution / active EE | $3,600 | $3,915-8.0% | $6,162-41.6% | $2,427+48.3% |
| Participant deferral / active EE | $5,260 | $6,395-17.7% | $8,221-36.0% | $4,046+30.0% |
| Admin fee / account holder | $129 | $651-80.2% | $12,045-98.9% | $626-79.4% |