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-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $51,112 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,299 | $69,231+3.0% | $91,989-22.5% | $67,579+5.5% |
| Participation rate | 98.9% | 78.9%+20.0pp | 78.6%+20.3pp | 71.3%+27.6pp |
| Annual return | 26.64% | 32.03%-5.4pp | 69.02%-42.4pp | 378.56%-351.9pp |
| Employer contribution / active EE | $4,296 | $2,284+88.1% | $3,452+24.4% | $2,148+100.0% |
| Participant deferral / active EE | $7,872 | $5,854+34.5% | $5,923+32.9% | $3,539+122.4% |
| Admin fee / account holder | $82 | $107-23.5% | $7,743-98.9% | $142-42.3% |