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 | $22,695 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $19,752 |
ADP BROKER-DEALER8+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,156 | $82,664-35.7% | $125,339-57.6% | $68,494-22.4% |
| Participation rate | 89.4% | 75.0%+14.4pp | 82.4%+7.0pp | 67.9%+21.5pp |
| Annual return | -18.85% | -5.97%-12.9pp | 572.05%-590.9pp | -7.84%-11.0pp |
| Employer contribution / active EE | $3,314 | $3,381-2.0% | $4,814-31.2% | $2,596+27.6% |
| Participant deferral / active EE | $10,505 | $6,110+71.9% | $7,446+41.1% | $4,027+160.8% |
| Admin fee / account holder | $289 | $6,275-95.4% | $10,010-97.1% | $5,403-94.7% |