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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+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $12,827 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,669 | $46,292-51.0% | $143,757-84.2% | $64,808-65.0% |
| Participation rate | 35.0% | 64.2%-29.3pp | 80.3%-45.3pp | 71.5%-36.5pp |
| Annual return | -17.65% | -10.05%-7.6pp | -0.04%-17.6pp | 32.82%-50.5pp |
| Employer contribution / active EE | $0 | $1,910-100.0% | $4,951-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $2,437 | $2,646-7.9% | $5,637-56.8% | $4,310-43.5% |
| Admin fee / account holder | $113 | $154-26.3% | $14,673-99.2% | $188-39.6% |