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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.
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 |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $15,907 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,084 |
ADP BROKER-DEALER6 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $75,804 | $62,624+21.0% | $177,989-57.4% | $77,643-2.4% |
| Participation rate | 43.6% | 66.8%-23.2pp | 77.1%-33.5pp | 70.6%-27.0pp |
| Annual return | 18.45% | 16.16%+2.3pp | 294.48%-276.0pp | 31.24%-12.8pp |
| Employer contribution / active EE | $358 | $1,909-81.3% | $3,949-90.9% | $2,726-86.9% |
| Participant deferral / active EE | $4,073 | $4,219-3.5% | $6,276-35.1% | $4,647-12.4% |
| Admin fee / account holder | $90 | $386-76.7% | $10,363-99.1% | $430-79.1% |