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 | $77,074 |
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Service code 15 · EIN 13-5674085 | Recordkeeping | $34,546 |
ADP BROKER-DEALER10+ 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $34,442 | $48,698-29.3% | $93,606-63.2% | $199,593-82.7% |
| Participation rate | 28.3% | 63.5%-35.2pp | 68.7%-40.4pp | 72.0%-43.6pp |
| Annual return | 12.51% | 15.34%-2.8pp | 133.20%-120.7pp | 34.25%-21.7pp |
| Employer contribution / active EE | $59 | $1,135-94.8% | $2,420-97.6% | $3,034-98.0% |
| Participant deferral / active EE | $2,230 | $2,817-20.8% | $4,411-49.4% | $5,087-56.2% |
| Admin fee / account holder | $226 | $195+15.7% | $8,285-97.3% | $269-16.1% |