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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,785 |
ADP BROKER-DEALER6+ 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.
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 | $35,220 | $99,957-64.8% | $149,696-76.5% | $73,488-52.1% |
| Participation rate | 68.2% | 75.7%-7.5pp | 82.5%-14.2pp | 70.7%-2.4pp |
| Annual return | 18.92% | 53.87%-34.9pp | 276.60%-257.7pp | 28.51%-9.6pp |
| Employer contribution / active EE | $1,282 | $3,191-59.8% | $4,644-72.4% | $2,270-43.5% |
| Participant deferral / active EE | $5,494 | $6,073-9.5% | $6,842-19.7% | $3,740+46.9% |
| Admin fee / account holder | $11 | $551-97.9% | $9,309-99.9% | $513-97.8% |