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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 | $21,288 |
ADP BROKER-DEALER8+ 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.
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 | $11,429 | $37,317-69.4% | $77,024-85.2% | $77,904-85.3% |
| Participation rate | 30.8% | 46.9%-16.0pp | 67.9%-37.1pp | 73.7%-42.8pp |
| Annual return | -20.44% | -5.88%-14.6pp | 42.32%-62.8pp | 12.21%-32.6pp |
| Employer contribution / active EE | $251 | $1,218-79.4% | $2,812-91.1% | $2,848-91.2% |
| Participant deferral / active EE | $1,233 | $2,564-51.9% | $4,426-72.1% | $4,806-74.3% |
| Admin fee / account holder | $40 | $126-67.8% | $5,425-99.3% | $133-69.5% |