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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $24,495 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,013 | $51,197-53.1% | $82,719-71.0% | $66,914-64.1% |
| Participation rate | 58.0% | 67.8%-9.8pp | 72.6%-14.6pp | 69.8%-11.8pp |
| Annual return | -11.22% | -9.64%-1.6pp | 701.18%-712.4pp | 1.58%-12.8pp |
| Employer contribution / active EE | $720 | $2,611-72.4% | $3,009-76.1% | $2,544-71.7% |
| Participant deferral / active EE | $3,443 | $3,458-0.4% | $4,395-21.7% | $4,237-18.7% |
| Admin fee / account holder | $178 | $416-57.3% | $5,329-96.7% | $593-70.1% |