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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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,350 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $54,819 | $79,694-31.2% | $96,139-43.0% | $79,386-30.9% |
| Participation rate | 45.2% | 54.0%-8.8pp | 68.4%-23.3pp | 70.7%-25.5pp |
| Annual return | 14.99% | 40.84%-25.9pp | 191.94%-177.0pp | 116.85%-101.9pp |
| Employer contribution / active EE | $75 | $1,443-94.8% | $2,797-97.3% | $2,427-96.9% |
| Participant deferral / active EE | $1,967 | $2,539-22.5% | $4,349-54.8% | $4,046-51.4% |
| Admin fee / account holder | $11 | $630-98.2% | $5,537-99.8% | $626-98.2% |