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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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,355 |
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 | $23,477 | $65,435-64.1% | $86,677-72.9% | $66,914-64.9% |
| Participation rate | 76.8% | 75.5%+1.3pp | 76.6%+0.2pp | 69.8%+7.0pp |
| Annual return | -14.95% | -10.89%-4.1pp | 35.91%-50.9pp | 1.58%-16.5pp |
| Employer contribution / active EE | $349 | $2,153-83.8% | $2,836-87.7% | $2,544-86.3% |
| Participant deferral / active EE | $2,506 | $4,100-38.9% | $4,656-46.2% | $4,237-40.8% |
| Admin fee / account holder | $32 | $642-95.0% | $7,493-99.6% | $593-94.6% |