See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,348 |
ADP BROKER-DEALER9+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $53,510 | $91,407-41.5% | $135,903-60.6% | $71,457-25.1% |
| Participation rate | 59.2% | 75.7%-16.5pp | 81.9%-22.7pp | 67.9%-8.7pp |
| Annual return | 23.25% | 29.90%-6.6pp | 68.23%-45.0pp | 28.85%-5.6pp |
| Employer contribution / active EE | $1,846 | $3,703-50.1% | $4,856-62.0% | $2,588-28.6% |
| Participant deferral / active EE | $5,335 | $7,092-24.8% | $7,758-31.2% | $4,289+24.4% |
| Admin fee / account holder | $19 | $1,266-98.5% | $10,762-99.8% | $1,587-98.8% |