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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 | $39,923 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Service code 37 · EIN 36-3429599 | Loan Processing | $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 | $24,305 | $100,227-75.8% | $169,993-85.7% | $74,419-67.3% |
| Participation rate | 90.7% | 87.3%+3.4pp | 87.0%+3.7pp | 70.7%+20.0pp |
| Annual return | 24.36% | 66.08%-41.7pp | 53.37%-29.0pp | 34.38%-10.0pp |
| Employer contribution / active EE | $1,257 | $4,263-70.5% | $6,785-81.5% | $2,637-52.4% |
| Participant deferral / active EE | $4,724 | $7,143-33.9% | $10,408-54.6% | $4,528+4.3% |
| Admin fee / account holder | $48 | $234-79.6% | $12,815-99.6% | $348-86.2% |