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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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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $149,890 |
CABOT LODGE SECURITIES LLC5 years Service code 15 · EIN 45-3717999 | Recordkeeping | $43,337 |
ADP BROKER-DEALER8 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $5,270 | $76,173-93.1% | $81,382-93.5% | $199,593-97.4% |
| Participation rate | 95.4% | 76.3%+19.1pp | 69.5%+25.9pp | 72.0%+23.4pp |
| Annual return | 13.90% | 15.59%-1.7pp | 24.73%-10.8pp | 34.25%-20.3pp |
| Employer contribution / active EE | $772 | $2,792-72.4% | $2,463-68.7% | $3,034-74.6% |
| Participant deferral / active EE | $2,029 | $4,201-51.7% | $3,883-47.8% | $5,087-60.1% |
| Admin fee / account holder | $136 | $146-6.8% | $5,768-97.6% | $269-49.4% |