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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.
See the 9-year trajectory with Solo.
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 | $56,468 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $40,446 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $81,442 | $41,647+95.6% | $96,139-15.3% | $86,799-6.2% |
| Participation rate | 97.5% | 50.2%+47.3pp | 68.4%+29.0pp | 72.3%+25.2pp |
| Annual return | 13.90% | 27.24%-13.3pp | 191.94%-178.0pp | 97.91%-84.0pp |
| Employer contribution / active EE | $51 | $1,318-96.2% | $2,797-98.2% | $2,405-97.9% |
| Participant deferral / active EE | $4,148 | $2,412+71.9% | $4,349-4.6% | $4,131+0.4% |
| Admin fee / account holder | $177 | $169+4.2% | $5,537-96.8% | $170+4.1% |