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 | $6,882 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,086 | $79,171+69.4% | $102,423+30.9% | $74,495+80.0% |
| Participation rate | 70.3% | 74.8%-4.5pp | 76.5%-6.2pp | 67.2%+3.1pp |
| Annual return | 13.38% | 54.93%-41.6pp | 29.32%-15.9pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $1,559 | $2,362-34.0% | $3,023-48.4% | $2,623-40.5% |
| Participant deferral / active EE | $4,533 | $4,415+2.7% | $5,053-10.3% | $4,346+4.3% |
| Admin fee / account holder | $53 | $2,001-97.3% | $9,451-99.4% | $1,942-97.3% |