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 9-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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $20,968 |
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 | $74,213 | $52,406+41.6% | $129,207-42.6% | $74,495-0.4% |
| Participation rate | 66.8% | 53.8%+13.0pp | 69.6%-2.8pp | 67.2%-0.4pp |
| Annual return | 15.58% | 15.66%-0.1pp | 9417.33%-9401.7pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $2,062 | $1,531+34.8% | $4,153-50.3% | $2,623-21.4% |
| Participant deferral / active EE | $4,039 | $2,794+44.5% | $4,168-3.1% | $4,346-7.1% |
| Admin fee / account holder | $105 | $2,633-96.0% | $7,715-98.6% | $1,942-94.6% |