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 | $4,098 |
ADP BROKER-DEALER5 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,982 | $49,451-67.7% | $79,550-79.9% | $66,914-76.1% |
| Participation rate | 33.6% | 61.3%-27.7pp | 69.5%-35.8pp | 69.8%-36.2pp |
| Annual return | -14.60% | 84.25%-98.9pp | 0.16%-14.8pp | 1.58%-16.2pp |
| Employer contribution / active EE | $1,377 | $1,266+8.8% | $2,413-42.9% | $2,544-45.9% |
| Participant deferral / active EE | $2,217 | $3,159-29.8% | $3,985-44.4% | $4,237-47.7% |
| Admin fee / account holder | $13 | $595-97.8% | $6,832-99.8% | $593-97.7% |