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-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $17,986 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,125 | $50,982-58.6% | $154,803-86.4% | $85,563-75.3% |
| Participation rate | 95.6% | 59.8%+35.9pp | 78.1%+17.6pp | 66.0%+29.7pp |
| Annual return | 17.73% | 30.35%-12.6pp | 58.88%-41.1pp | 31.51%-13.8pp |
| Employer contribution / active EE | $1,996 | $1,708+16.8% | $4,305-53.6% | $2,654-24.8% |
| Participant deferral / active EE | $3,489 | $2,474+41.0% | $5,540-37.0% | $4,375-20.2% |
| Admin fee / account holder | $47 | $846-94.5% | $14,329-99.7% | $834-94.4% |