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 | $6,091 |
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 | $11,078 | $37,393-70.4% | $77,024-85.6% | $66,914-83.4% |
| Participation rate | 37.6% | 52.9%-15.3pp | 67.9%-30.3pp | 69.8%-32.2pp |
| Annual return | -17.24% | -3.29%-14.0pp | 42.32%-59.6pp | 1.58%-18.8pp |
| Employer contribution / active EE | $0 | $1,531-100.0% | $2,812-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,967 | $2,617-24.9% | $4,426-55.6% | $4,237-53.6% |
| Admin fee / account holder | $111 | $567-80.5% | $5,425-98.0% | $593-81.3% |