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 | $110,799 |
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.
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 | $52,382 | $106,028-50.6% | $146,958-64.4% | $77,643-32.5% |
| Participation rate | 62.4% | 78.4%-15.9pp | 82.2%-19.7pp | 70.6%-8.1pp |
| Annual return | 17.31% | 56.73%-39.4pp | 418.34%-401.0pp | 31.24%-13.9pp |
| Employer contribution / active EE | $1,714 | $4,063-57.8% | $4,933-65.3% | $2,726-37.1% |
| Participant deferral / active EE | $4,324 | $7,990-45.9% | $8,070-46.4% | $4,647-7.0% |
| Admin fee / account holder | $158 | $337-53.1% | $12,998-98.8% | $430-63.2% |