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 8-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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $66,310 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,179 | $92,055-67.2% | $106,213-71.6% | $77,643-61.1% |
| Participation rate | 82.3% | 81.0%+1.3pp | 75.3%+7.0pp | 70.6%+11.7pp |
| Annual return | 85.95% | 17.91%+68.0pp | 116.14%-30.2pp | 31.24%+54.7pp |
| Employer contribution / active EE | $1,704 | $3,367-49.4% | $3,171-46.3% | $2,726-37.5% |
| Participant deferral / active EE | $3,089 | $5,386-42.6% | $5,016-38.4% | $4,647-33.5% |
| Admin fee / account holder | $133 | $219-39.2% | $11,033-98.8% | $430-69.1% |