See peer percentile detail with Solo.
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 10-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-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,236 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,281 | $49,138-56.7% | $84,015-74.7% | $65,185-67.4% |
| Participation rate | 40.8% | 60.7%-20.0pp | 69.0%-28.2pp | 70.2%-29.4pp |
| Annual return | 19.35% | 23.00%-3.6pp | 71.31%-52.0pp | 29.38%-10.0pp |
| Employer contribution / active EE | $275 | $914-69.9% | $1,983-86.1% | $2,177-87.4% |
| Participant deferral / active EE | $1,956 | $2,397-18.4% | $3,239-39.6% | $3,514-44.3% |
| Admin fee / account holder | $84 | $543-84.5% | $6,101-98.6% | $847-90.0% |