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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.
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,427 |
ADP BROKER-DEALER8+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,957 | $72,254-59.9% | $86,677-66.6% | $64,808-55.3% |
| Participation rate | 98.6% | 80.4%+18.2pp | 76.6%+22.0pp | 71.5%+27.2pp |
| Annual return | -17.53% | 392.42%-410.0pp | 35.91%-53.4pp | 32.82%-50.3pp |
| Employer contribution / active EE | $1,894 | $2,393-20.9% | $2,836-33.2% | $2,506-24.4% |
| Participant deferral / active EE | $3,357 | $4,658-27.9% | $4,656-27.9% | $4,310-22.1% |
| Admin fee / account holder | $19 | $174-88.9% | $7,493-99.7% | $188-89.8% |