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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 Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $73,621 |
LPL FINANCIAL3 years Service code 15 · EIN 04-3046611 | Recordkeeping | $16,818 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,796 | $48,698-67.6% | $93,606-83.1% | $199,593-92.1% |
| Participation rate | 20.8% | 63.5%-42.7pp | 68.7%-47.9pp | 72.0%-51.2pp |
| Annual return | 44.52% | 15.34%+29.2pp | 133.20%-88.7pp | 34.25%+10.3pp |
| Employer contribution / active EE | $358 | $1,135-68.5% | $2,420-85.2% | $3,034-88.2% |
| Participant deferral / active EE | $734 | $2,817-74.0% | $4,411-83.4% | $5,087-85.6% |
| Admin fee / account holder | $149 | $195-23.5% | $8,285-98.2% | $269-44.5% |