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 9-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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,214 |
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 | $31,013 | $73,360-57.7% | $177,989-82.6% | $74,495-58.4% |
| Participation rate | 43.8% | 66.6%-22.8pp | 77.1%-33.3pp | 67.2%-23.4pp |
| Annual return | 12.20% | 17.49%-5.3pp | 294.48%-282.3pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $1,591 | $2,216-28.2% | $3,949-59.7% | $2,623-39.3% |
| Participant deferral / active EE | $2,876 | $4,513-36.3% | $6,276-54.2% | $4,346-33.8% |
| Admin fee / account holder | $119 | $1,808-93.4% | $10,363-98.9% | $1,942-93.9% |