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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.
See the 8-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-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $50,049 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $23,819 | $56,767-58.0% | $101,794-76.6% | $85,563-72.2% |
| Participation rate | 59.9% | 57.6%+2.4pp | 69.2%-9.2pp | 66.0%-6.0pp |
| Annual return | 20.19% | 17.76%+2.4pp | 30.53%-10.3pp | 31.51%-11.3pp |
| Employer contribution / active EE | $768 | $1,112-31.0% | $2,289-66.5% | $2,654-71.1% |
| Participant deferral / active EE | $2,090 | $2,720-23.2% | $4,084-48.8% | $4,375-52.2% |
| Admin fee / account holder | $135 | $1,098-87.7% | $8,777-98.5% | $834-83.8% |