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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $31,616 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,628 | $59,263+27.6% | $96,562-21.7% | $79,386-4.7% |
| Participation rate | 74.0% | 61.9%+12.1pp | 69.8%+4.2pp | 70.7%+3.3pp |
| Annual return | 15.72% | 27.07%-11.4pp | 37.78%-22.1pp | 116.85%-101.1pp |
| Employer contribution / active EE | $1,996 | $1,216+64.2% | $2,356-15.3% | $2,427-17.8% |
| Participant deferral / active EE | $5,045 | $2,948+71.1% | $3,849+31.1% | $4,046+24.7% |
| Admin fee / account holder | $245 | $658-62.8% | $6,181-96.0% | $626-60.9% |