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-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,349 |
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 | $90,009 | $87,870+2.4% | $113,168-20.5% | $74,304+21.1% |
| Participation rate | 55.4% | 70.7%-15.4pp | 76.6%-21.2pp | 60.3%-5.0pp |
| Annual return | 14.04% | 26.44%-12.4pp | 24.27%-10.2pp | 29.43%-15.4pp |
| Employer contribution / active EE | $1,010 | $2,277-55.7% | $2,975-66.1% | $2,241-55.0% |
| Participant deferral / active EE | $2,282 | $4,241-46.2% | $5,107-55.3% | $3,767-39.4% |
| Admin fee / account holder | $83 | $3,368-97.5% | $12,068-99.3% | $2,969-97.2% |