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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.
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $30,873 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $23,402 |
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.
Participant 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $23,425 | $95,274-75.4% | $135,903-82.8% | $74,419-68.5% |
| Participation rate | 23.0% | 78.2%-55.2pp | 81.9%-58.9pp | 70.7%-47.7pp |
| Annual return | 27.35% | 32.77%-5.4pp | 68.23%-40.9pp | 34.38%-7.0pp |
| Employer contribution / active EE | $0 | $3,874-100.0% | $4,856-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $3,326 | $7,782-57.3% | $7,758-57.1% | $4,528-26.6% |
| Admin fee / account holder | $262 | $266-1.5% | $10,762-97.6% | $348-24.6% |