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 | $1,050 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $38,028 | $65,435-41.9% | $86,677-56.1% | $66,914-43.2% |
| Participation rate | 62.7% | 75.5%-12.7pp | 76.6%-13.8pp | 69.8%-7.1pp |
| Annual return | -13.78% | -10.89%-2.9pp | 35.91%-49.7pp | 1.58%-15.4pp |
| Employer contribution / active EE | $1,444 | $2,153-33.0% | $2,836-49.1% | $2,544-43.3% |
| Participant deferral / active EE | $5,453 | $4,100+33.0% | $4,656+17.1% | $4,237+28.7% |
| Admin fee / account holder | $11 | $642-98.3% | $7,493-99.9% | $593-98.2% |