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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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $325,893 |
BDO USA, LLP1 year Filed as: BDO USA , LLP Service code 15 · EIN 13-5381590 | Recordkeeping | $24,870 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $3,162 | $50,127-93.7% | $149,673-97.9% | $80,160-96.1% |
| Participation rate | 64.2% | 64.3%-0.1pp | 78.8%-14.6pp | 72.9%-8.7pp |
| Annual return | 16.48% | 29.82%-13.3pp | 134.42%-117.9pp | 40.38%-23.9pp |
| Employer contribution / active EE | $1,211 | $1,865-35.1% | $4,818-74.9% | $2,978-59.3% |
| Participant deferral / active EE | $104 | $3,194-96.8% | $5,680-98.2% | $5,017-97.9% |
| Admin fee / account holder | $65 | $153-57.3% | $13,210-99.5% | $145-55.1% |