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 | $3,445 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,176 | $61,156-52.3% | $185,823-84.3% | $79,386-63.2% |
| Participation rate | 92.9% | 66.6%+26.2pp | 81.7%+11.2pp | 70.7%+22.2pp |
| Annual return | 20.93% | 19.45%+1.5pp | 122.05%-101.1pp | 116.85%-95.9pp |
| Employer contribution / active EE | $1,931 | $2,321-16.8% | $5,167-62.6% | $2,427-20.5% |
| Participant deferral / active EE | $4,513 | $2,789+61.8% | $5,568-18.9% | $4,046+11.6% |
| Admin fee / account holder | $20 | $710-97.2% | $16,237-99.9% | $626-96.8% |