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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-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,585 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,709 | $62,543+30.6% | $83,333-1.9% | $55,725+46.6% |
| Participation rate | 41.8% | 78.4%-36.6pp | 77.8%-36.0pp | 70.9%-29.1pp |
| Annual return | -6.69% | 14.85%-21.5pp | 10.63%-17.3pp | 244.93%-251.6pp |
| Employer contribution / active EE | $547 | $2,427-77.5% | $3,379-83.8% | $2,078-73.7% |
| Participant deferral / active EE | $6,087 | $5,682+7.1% | $5,565+9.4% | $3,356+81.4% |
| Admin fee / account holder | $7 | $103-93.0% | $7,510-99.9% | $115-93.7% |