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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-DEALER4 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,268 | $46,292-32.5% | $143,757-78.2% | $64,808-51.8% |
| Participation rate | 63.0% | 64.2%-1.2pp | 80.3%-17.3pp | 71.5%-8.5pp |
| Annual return | -13.87% | -10.05%-3.8pp | -0.04%-13.8pp | 32.82%-46.7pp |
| Employer contribution / active EE | $1,148 | $1,910-39.9% | $4,951-76.8% | $2,506-54.2% |
| Participant deferral / active EE | $1,715 | $2,646-35.2% | $5,637-69.6% | $4,310-60.2% |
| Admin fee / account holder | $13 | $154-91.4% | $14,673-99.9% | $188-93.0% |