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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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $55 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $61,554 | $70,908-13.2% | $98,907-37.8% | $73,488-16.2% |
| Participation rate | 57.8% | 73.8%-15.9pp | 76.0%-18.2pp | 70.7%-12.9pp |
| Annual return | 7.98% | 34.17%-26.2pp | 196.43%-188.5pp | 28.51%-20.5pp |
| Employer contribution / active EE | $1,023 | $2,036-49.8% | $2,689-62.0% | $2,270-55.0% |
| Participant deferral / active EE | $2,137 | $3,500-38.9% | $4,244-49.6% | $3,740-42.9% |
| Admin fee / account holder | $22 | $535-95.8% | $6,642-99.7% | $513-95.6% |