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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.
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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-DEALER5+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $100,966 |
LPL FINANCIAL5+ years Service code 15 · EIN 04-3046611 | Recordkeeping | $23,193 |
ADP BROKER-DEALER5+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,338 | $91,762-73.5% | $67,502-63.9% | $77,643-68.7% |
| Participation rate | 42.6% | 75.9%-33.3pp | 72.9%-30.3pp | 70.6%-28.0pp |
| Annual return | 18.13% | 14.87%+3.3pp | 3512.12%-3494.0pp | 31.24%-13.1pp |
| Employer contribution / active EE | $1,013 | $3,181-68.1% | $2,731-62.9% | $2,726-62.8% |
| Participant deferral / active EE | $2,017 | $3,903-48.3% | $4,000-49.6% | $4,647-56.6% |
| Admin fee / account holder | $285 | $176+61.8% | $3,998-92.9% | $430-33.8% |