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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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $12,782 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $7,882 | $45,000-82.5% | $143,757-94.5% | $77,904-89.9% |
| Participation rate | 74.8% | 66.8%+8.0pp | 80.3%-5.5pp | 73.7%+1.2pp |
| Annual return | 17.46% | 29.03%-11.6pp | -0.04%+17.5pp | 12.21%+5.3pp |
| Employer contribution / active EE | $1 | $1,870-100.0% | $4,951-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $2,734 | $3,157-13.4% | $5,637-51.5% | $4,806-43.1% |
| Admin fee / account holder | $11 | $98-89.0% | $14,673-99.9% | $133-91.8% |