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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-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,415 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
CAMBRIDGE INVESTMENT RESEARCH10+ years Service code 49 4018 WHARTON TURN · BOWIE, MD 20715 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $33,360 | $117,025-71.5% | $91,541-63.6% | $85,563-61.0% |
| Participation rate | 33.6% | 64.2%-30.6pp | 69.8%-36.2pp | 66.0%-32.4pp |
| Annual return | 17.26% | 18.02%-0.8pp | 20.50%-3.2pp | 31.51%-14.3pp |
| Employer contribution / active EE | $1,331 | $2,120-37.2% | $2,505-46.9% | $2,654-49.8% |
| Participant deferral / active EE | $2,044 | $3,446-40.7% | $4,008-49.0% | $4,375-53.3% |
| Admin fee / account holder | $40 | $1,242-96.8% | $6,956-99.4% | $834-95.2% |