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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 | $39,369 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $39,425 | $122,186-67.7% | $146,958-73.2% | $199,593-80.2% |
| Participation rate | 33.1% | 78.3%-45.2pp | 82.2%-49.1pp | 72.0%-38.9pp |
| Annual return | 23.71% | 30.56%-6.9pp | 418.34%-394.6pp | 34.25%-10.5pp |
| Employer contribution / active EE | $0 | $4,093-100.0% | $4,933-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $2,888 | $8,502-66.0% | $8,070-64.2% | $5,087-43.2% |
| Admin fee / account holder | $40 | $179-77.4% | $12,998-99.7% | $269-84.9% |