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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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $114,060 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $37,366 | $82,279-54.6% | $77,999-52.1% | $63,975-41.6% |
| Participation rate | 59.0% | 84.7%-25.7pp | 75.5%-16.6pp | 71.1%-12.2pp |
| Annual return | 7.71% | 11.20%-3.5pp | 425.96%-418.3pp | 48.65%-40.9pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $2,470-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $2,002 | $4,538-55.9% | $3,497-42.7% | $3,356-40.3% |
| Admin fee / account holder | $96 | $81+18.6% | $5,480-98.2% | $70+37.0% |