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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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,653 |
Annual investment return 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 | $5,538 | $72,607-92.4% | $90,749-93.9% | $66,914-91.7% |
| Participation rate | 87.7% | 73.7%+14.0pp | 75.7%+12.0pp | 69.8%+17.9pp |
| Annual return | -19.12% | -12.28%-6.8pp | -12.16%-7.0pp | 1.58%-20.7pp |
| Employer contribution / active EE | $1,198 | $2,369-49.4% | $2,921-59.0% | $2,544-52.9% |
| Participant deferral / active EE | $2,053 | $3,977-48.4% | $4,564-55.0% | $4,237-51.5% |
| Admin fee / account holder | $36 | $707-94.8% | $8,445-99.6% | $593-93.8% |