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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.
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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,559 |
ADP BROKER-DEALER5 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Service code 49 7 HANOVER SQ · NEW YORK, NY 10004 | Other Services | $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 | $14,174 | $71,142-80.1% | $119,609-88.1% | $64,808-78.1% |
| Participation rate | 79.6% | 78.6%+1.0pp | 79.3%+0.4pp | 71.5%+8.2pp |
| Annual return | -1.90% | -10.01%+8.1pp | -14.97%+13.1pp | 32.82%-34.7pp |
| Employer contribution / active EE | $342 | $2,497-86.3% | $4,232-91.9% | $2,506-86.4% |
| Participant deferral / active EE | $2,801 | $4,490-37.6% | $5,602-50.0% | $4,310-35.0% |
| Admin fee / account holder | $13 | $162-92.0% | $10,323-99.9% | $188-93.1% |