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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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,661 |
ADP BROKER-DEALER5 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $40,518 | $87,870-53.9% | $113,168-64.2% | $74,304-45.5% |
| Participation rate | 90.2% | 70.7%+19.5pp | 76.6%+13.6pp | 60.3%+29.9pp |
| Annual return | 17.11% | 26.44%-9.3pp | 24.27%-7.2pp | 29.43%-12.3pp |
| Employer contribution / active EE | $499 | $2,277-78.1% | $2,975-83.2% | $2,241-77.7% |
| Participant deferral / active EE | $3,082 | $4,241-27.3% | $5,107-39.7% | $3,767-18.2% |
| Admin fee / account holder | $32 | $3,368-99.0% | $12,068-99.7% | $2,969-98.9% |