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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,344 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,201 | $176,947-66.0% | $101,326-40.6% | - |
| Participation rate | 80.8% | 61.8%+19.0pp | 81.5%-0.7pp | - |
| Annual return | 18.23% | 15.13%+3.1pp | 36.82%-18.6pp | - |
| Employer contribution / active EE | $0 | $2,196-100.0% | $3,665-100.0% | - |
| Participant deferral / active EE | $12,475 | $4,114+203.2% | $7,994+56.1% | - |
| Admin fee / account holder | $25 | $22,209-99.9% | $11,185-99.8% | - |