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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-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,865 |
ADP BROKER-DEALER11+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH, INC. Service code 49 · EIN 93-0987232 | Other Services | $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 | $43,372 | $98,727-56.1% | $113,168-61.7% | $85,563-49.3% |
| Participation rate | 50.2% | 80.8%-30.6pp | 76.6%-26.4pp | 66.0%-15.8pp |
| Annual return | 19.87% | 17.43%+2.4pp | 24.27%-4.4pp | 31.51%-11.6pp |
| Employer contribution / active EE | $1,166 | $2,907-59.9% | $2,975-60.8% | $2,654-56.0% |
| Participant deferral / active EE | $3,221 | $5,424-40.6% | $5,107-36.9% | $4,375-26.4% |
| Admin fee / account holder | $60 | $357-83.2% | $12,068-99.5% | $834-92.8% |