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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,053 |
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 | $120,064 | $76,050+57.9% | $96,544+24.4% | $71,457+68.0% |
| Participation rate | 61.4% | 74.4%-13.0pp | 76.0%-14.5pp | 67.9%-6.5pp |
| Annual return | 16.24% | 22.81%-6.6pp | 25.84%-9.6pp | 28.85%-12.6pp |
| Employer contribution / active EE | $1,545 | $2,244-31.1% | $2,965-47.9% | $2,588-40.3% |
| Participant deferral / active EE | $3,909 | $4,215-7.3% | $4,851-19.4% | $4,289-8.8% |
| Admin fee / account holder | $37 | $2,707-98.6% | $8,252-99.5% | $1,587-97.6% |