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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $97,649 |
ADP BROKER-DEALER9+ 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.
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 | $46,977 | $95,274-50.7% | $135,903-65.4% | $74,419-36.9% |
| Participation rate | 59.0% | 78.2%-19.2pp | 81.9%-22.9pp | 70.7%-11.7pp |
| Annual return | 18.06% | 32.77%-14.7pp | 68.23%-50.2pp | 34.38%-16.3pp |
| Employer contribution / active EE | $1,695 | $3,874-56.3% | $4,856-65.1% | $2,637-35.7% |
| Participant deferral / active EE | $3,884 | $7,782-50.1% | $7,758-49.9% | $4,528-14.2% |
| Admin fee / account holder | $150 | $266-43.8% | $10,762-98.6% | $348-57.0% |