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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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $61,529 |
Annual investment return 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 | $104,965 | $66,457+57.9% | $81,382+29.0% | $77,643+35.2% |
| Participation rate | 98.4% | 68.7%+29.6pp | 69.5%+28.9pp | 70.6%+27.8pp |
| Annual return | 10.70% | 15.93%-5.2pp | 24.73%-14.0pp | 31.24%-20.5pp |
| Employer contribution / active EE | $6,558 | $2,159+203.7% | $2,463+166.3% | $2,726+140.6% |
| Participant deferral / active EE | $5,860 | $3,679+59.3% | $3,883+50.9% | $4,647+26.1% |
| Admin fee / account holder | $163 | $583-72.1% | $5,768-97.2% | $430-62.2% |