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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $124,256 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $79,021 |
ADP BROKER-DEALER5 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $40,410 | $106,028-61.9% | $146,958-72.5% | $77,643-48.0% |
| Participation rate | 91.3% | 78.4%+13.0pp | 82.2%+9.2pp | 70.6%+20.8pp |
| Annual return | 13.71% | 56.73%-43.0pp | 418.34%-404.6pp | 31.24%-17.5pp |
| Employer contribution / active EE | $1,606 | $4,063-60.5% | $4,933-67.4% | $2,726-41.1% |
| Participant deferral / active EE | $6,692 | $7,990-16.2% | $8,070-17.1% | $4,647+44.0% |
| Admin fee / account holder | $242 | $337-28.3% | $12,998-98.1% | $430-43.8% |