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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 |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $36,773 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,300 |
ADP BROKER-DEALER3 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,778 | $63,442-1.0% | $68,791-8.7% | $66,914-6.2% |
| Participation rate | 64.4% | 60.0%+4.5pp | 69.0%-4.6pp | 69.8%-5.4pp |
| Annual return | -20.67% | -8.29%-12.4pp | -6.38%-14.3pp | 1.58%-22.3pp |
| Employer contribution / active EE | $4,515 | $1,775+154.4% | $2,655+70.1% | $2,544+77.5% |
| Participant deferral / active EE | $6,150 | $2,945+108.9% | $3,941+56.0% | $4,237+45.2% |
| Admin fee / account holder | $261 | $577-54.9% | $4,932-94.7% | $593-56.1% |