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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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,442 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,683 | $95,416-20.7% | $185,823-59.3% | $85,850-11.8% |
| Participation rate | 50.5% | 68.8%-18.2pp | 81.7%-31.2pp | 69.3%-18.8pp |
| Annual return | 15.04% | 23.59%-8.5pp | 122.05%-107.0pp | 318.53%-303.5pp |
| Employer contribution / active EE | $381 | $3,314-88.5% | $5,167-92.6% | $2,565-85.1% |
| Participant deferral / active EE | $2,392 | $3,423-30.1% | $5,568-57.0% | $3,952-39.5% |
| Admin fee / account holder | $147 | $7,213-98.0% | $16,237-99.1% | $6,260-97.7% |