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 4-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 | $26,033 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,247 | $87,870+82.4% | $113,168+41.6% | $74,304+115.7% |
| Participation rate | 99.3% | 70.7%+28.5pp | 76.6%+22.7pp | 60.3%+38.9pp |
| Annual return | 19.51% | 26.44%-6.9pp | 24.27%-4.8pp | 29.43%-9.9pp |
| Employer contribution / active EE | $12,414 | $2,277+445.2% | $2,975+317.3% | $2,241+453.9% |
| Participant deferral / active EE | $14,544 | $4,241+243.0% | $5,107+184.8% | $3,767+286.1% |
| Admin fee / account holder | $116 | $3,368-96.5% | $12,068-99.0% | $2,969-96.1% |