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 5-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-DEALER5+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $13,053 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,776 | $119,446-74.2% | $150,045-79.5% | $85,563-64.0% |
| Participation rate | 46.3% | 75.4%-29.2pp | 82.3%-36.1pp | 66.0%-19.7pp |
| Annual return | 18.69% | 23.72%-5.0pp | 62.55%-43.9pp | 31.51%-12.8pp |
| Employer contribution / active EE | $1,334 | $4,078-67.3% | $4,693-71.6% | $2,654-49.7% |
| Participant deferral / active EE | $3,160 | $7,985-60.4% | $7,997-60.5% | $4,375-27.8% |
| Admin fee / account holder | $189 | $548-65.5% | $13,435-98.6% | $834-77.4% |