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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-DEALER2 years Filed as: ADP Service code 13 · EIN 13-3036745 | Contract Administrator | $18,785 |
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 | $174,547 | $101,724+71.6% | $164,813+5.9% | $80,856+115.9% |
| Participation rate | 94.4% | 71.8%+22.6pp | 78.6%+15.8pp | 67.6%+26.8pp |
| Annual return | 17.19% | 16.72%+0.5pp | 69.93%-52.7pp | 35.59%-18.4pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,341-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $8,016 | $4,477+79.0% | $6,031+32.9% | $4,296+86.6% |
| Admin fee / account holder | $165 | $8,227-98.0% | $12,690-98.7% | $6,918-97.6% |