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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $34,333 |
WILMINGTON TRUST1 year Filed as: WILMINGTON TRUST, NATIONAL ASSOCIAT Service code 15 · EIN 16-1486454 | Recordkeeping | $11,279 |
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.
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 | $13,432 | $71,142-81.1% | $119,609-88.8% | $64,808-79.3% |
| Participation rate | 50.7% | 78.6%-28.0pp | 79.3%-28.6pp | 71.5%-20.8pp |
| Annual return | -11.84% | -10.01%-1.8pp | -14.97%+3.1pp | 32.82%-44.7pp |
| Employer contribution / active EE | $593 | $2,497-76.3% | $4,232-86.0% | $2,506-76.4% |
| Participant deferral / active EE | $3,051 | $4,490-32.0% | $5,602-45.5% | $4,310-29.2% |
| Admin fee / account holder | $101 | $162-37.9% | $10,323-99.0% | $188-46.4% |