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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,580 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,736 | $54,517-6.9% | $75,972-33.2% | $74,495-31.9% |
| Participation rate | 55.6% | 60.3%-4.7pp | 69.1%-13.4pp | 67.2%-11.6pp |
| Annual return | 14.62% | 31.82%-17.2pp | 359.55%-344.9pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $1,051 | $1,777-40.9% | $2,685-60.9% | $2,623-59.9% |
| Participant deferral / active EE | $3,874 | $3,066+26.4% | $4,255-9.0% | $4,346-10.9% |
| Admin fee / account holder | $17 | $2,229-99.2% | $6,467-99.7% | $1,942-99.1% |