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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,116 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,314 | $64,839+43.9% | $95,585-2.4% | $84,808+10.0% |
| Participation rate | 82.9% | 63.8%+19.1pp | 72.1%+10.8pp | 68.3%+14.6pp |
| Annual return | 15.56% | -670.96%+686.5pp | 38.56%-23.0pp | 40.90%-25.3pp |
| Employer contribution / active EE | $8,493 | $1,759+382.9% | $2,527+236.1% | $2,631+222.8% |
| Participant deferral / active EE | $7,055 | $2,965+137.9% | $4,023+75.4% | $4,212+67.5% |
| Admin fee / account holder | $62 | $5,964-99.0% | $6,127-99.0% | $7,344-99.1% |