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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.
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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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $57,807 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,366 | $64,612+35.2% | $86,436+1.1% | $64,808+34.8% |
| Participation rate | 97.8% | 81.5%+16.4pp | 80.3%+17.5pp | 71.5%+26.4pp |
| Annual return | -17.52% | 0.66%-18.2pp | 4394.89%-4412.4pp | 32.82%-50.3pp |
| Employer contribution / active EE | $5,258 | $2,744+91.6% | $3,769+39.5% | $2,506+109.8% |
| Participant deferral / active EE | $10,493 | $7,497+40.0% | $6,952+50.9% | $4,310+143.4% |
| Admin fee / account holder | $86 | $169-49.3% | $6,731-98.7% | $188-54.3% |