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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 | $142,216 |
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 | $36,339 | $134,045-72.9% | $80,019-54.6% | $75,289-51.7% |
| Participation rate | 66.3% | 85.8%-19.5pp | 75.8%-9.6pp | 72.4%-6.1pp |
| Annual return | -5.22% | -0.56%-4.7pp | 11.22%-16.4pp | -0.04%-5.2pp |
| Employer contribution / active EE | $0 | $3,492-100.0% | $2,468-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $2,431 | $4,976-51.2% | $3,686-34.0% | $3,739-35.0% |
| Admin fee / account holder | $78 | $124-36.8% | $6,521-98.8% | $102-23.5% |