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 7-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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,111 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,395 | $65,061-37.9% | $143,757-71.9% | $66,914-39.6% |
| Participation rate | 85.1% | 65.2%+19.9pp | 80.3%+4.8pp | 69.8%+15.3pp |
| Annual return | -15.09% | -11.14%-4.0pp | -0.04%-15.0pp | 1.58%-16.7pp |
| Employer contribution / active EE | $1,723 | $2,361-27.0% | $4,951-65.2% | $2,544-32.3% |
| Participant deferral / active EE | $4,052 | $2,919+38.8% | $5,637-28.1% | $4,237-4.4% |
| Admin fee / account holder | $23 | $502-95.4% | $14,673-99.8% | $593-96.1% |