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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,590 |
ADP BROKER-DEALER9+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,877 | $93,571-13.6% | $135,903-40.5% | $75,163+7.6% |
| Participation rate | 96.9% | 75.2%+21.7pp | 81.9%+15.0pp | 67.2%+29.7pp |
| Annual return | 16.37% | 30.90%-14.5pp | 68.23%-51.9pp | 160.62%-144.2pp |
| Employer contribution / active EE | $3,335 | $3,537-5.7% | $4,856-31.3% | $2,670+24.9% |
| Participant deferral / active EE | $12,687 | $6,404+98.1% | $7,758+63.5% | $4,125+207.6% |
| Admin fee / account holder | $33 | $6,975-99.5% | $10,762-99.7% | $5,651-99.4% |