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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 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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $55,498 |
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $32,461 |
ADP BROKER-DEALER9 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $24,297 | $58,644-58.6% | $177,989-86.3% | $199,593-87.8% |
| Participation rate | 22.3% | 65.5%-43.1pp | 77.1%-54.7pp | 72.0%-49.6pp |
| Annual return | 15.89% | 19.25%-3.4pp | 294.48%-278.6pp | 34.25%-18.4pp |
| Employer contribution / active EE | $225 | $1,801-87.5% | $3,949-94.3% | $3,034-92.6% |
| Participant deferral / active EE | $1,489 | $4,248-64.9% | $6,276-76.3% | $5,087-70.7% |
| Admin fee / account holder | $151 | $145+4.0% | $10,363-98.5% | $269-43.7% |