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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $16,376 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,169 | $119,446-63.9% | $150,045-71.2% | $85,563-49.5% |
| Participation rate | 64.7% | 75.4%-10.7pp | 82.3%-17.6pp | 66.0%-1.2pp |
| Annual return | 23.49% | 23.72%-0.2pp | 62.55%-39.1pp | 31.51%-8.0pp |
| Employer contribution / active EE | $1,985 | $4,078-51.3% | $4,693-57.7% | $2,654-25.2% |
| Participant deferral / active EE | $4,250 | $7,985-46.8% | $7,997-46.9% | $4,375-2.9% |
| Admin fee / account holder | $60 | $548-89.1% | $13,435-99.6% | $834-92.9% |