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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 | $1,418 |
ADP BROKER-DEALER5+ 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.
Participant 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,805 | $64,119-73.8% | $112,228-85.0% | $66,914-74.9% |
| Participation rate | 20.0% | 68.5%-48.5pp | 75.1%-55.1pp | 69.8%-49.8pp |
| Annual return | -14.01% | -13.81%-0.2pp | 27.45%-41.5pp | 1.58%-15.6pp |
| Employer contribution / active EE | $792 | $3,005-73.7% | $3,635-78.2% | $2,544-68.9% |
| Participant deferral / active EE | $1,260 | $3,693-65.9% | $4,728-73.4% | $4,237-70.3% |
| Admin fee / account holder | $22 | $625-96.5% | $6,410-99.7% | $593-96.3% |