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 | $1,560 |
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 | $23,699 | $37,393-36.6% | $77,024-69.2% | $66,914-64.6% |
| Participation rate | 27.7% | 52.9%-25.2pp | 67.9%-40.2pp | 69.8%-42.1pp |
| Annual return | -18.99% | -3.29%-15.7pp | 42.32%-61.3pp | 1.58%-20.6pp |
| Employer contribution / active EE | $1,132 | $1,531-26.0% | $2,812-59.7% | $2,544-55.5% |
| Participant deferral / active EE | $3,073 | $2,617+17.4% | $4,426-30.6% | $4,237-27.5% |
| Admin fee / account holder | $19 | $567-96.7% | $5,425-99.7% | $593-96.9% |