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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,050 |
ADP BROKER-DEALER7 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 | $34,163 | $63,442-46.2% | $68,791-50.3% | $66,914-48.9% |
| Participation rate | 67.5% | 60.0%+7.5pp | 69.0%-1.5pp | 69.8%-2.3pp |
| Annual return | -15.71% | -8.29%-7.4pp | -6.38%-9.3pp | 1.58%-17.3pp |
| Employer contribution / active EE | $905 | $1,775-49.0% | $2,655-65.9% | $2,544-64.4% |
| Participant deferral / active EE | $3,223 | $2,945+9.5% | $3,941-18.2% | $4,237-23.9% |
| Admin fee / account holder | $8 | $577-98.5% | $4,932-99.8% | $593-98.6% |