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 6-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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,080 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,299 | $77,314+62.1% | $177,989-29.6% | $80,856+55.0% |
| Participation rate | 78.5% | 65.7%+12.8pp | 77.1%+1.4pp | 67.6%+10.9pp |
| Annual return | 17.65% | 18.09%-0.4pp | 294.48%-276.8pp | 35.59%-17.9pp |
| Employer contribution / active EE | $4,809 | $2,292+109.8% | $3,949+21.8% | $2,755+74.6% |
| Participant deferral / active EE | $10,432 | $4,411+136.5% | $6,276+66.2% | $4,296+142.8% |
| Admin fee / account holder | $9 | $7,191-99.9% | $10,363-99.9% | $6,918-99.9% |