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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,280 |
ADP BROKER-DEALER4+ 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.
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 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 | $26,124 | $66,302-60.6% | $110,238-76.3% | $56,287-53.6% |
| Participation rate | 69.0% | 74.9%-5.9pp | 79.8%-10.8pp | 69.9%-0.8pp |
| Annual return | 4.03% | -1.18%+5.2pp | 314.74%-310.7pp | -9.96%+14.0pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $3,826-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $3,063 | $3,381-9.4% | $4,672-34.4% | $3,350-8.6% |
| Admin fee / account holder | $12 | $698-98.3% | $8,547-99.9% | $521-97.7% |