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 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-DEALER6 years Filed as: ADP INC Service code 15 · EIN 13-3036745 | Recordkeeping | $49,606 |
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 | $34,213 | $50,815-32.7% | $155,509-78.0% | $77,643-55.9% |
| Participation rate | 30.4% | 63.1%-32.7pp | 78.2%-47.8pp | 70.6%-40.1pp |
| Annual return | 19.83% | 34.80%-15.0pp | 64.67%-44.8pp | 31.24%-11.4pp |
| Employer contribution / active EE | $467 | $1,993-76.5% | $4,672-90.0% | $2,726-82.9% |
| Participant deferral / active EE | $2,096 | $2,822-25.7% | $5,626-62.8% | $4,647-54.9% |
| Admin fee / account holder | $130 | $437-70.3% | $15,912-99.2% | $430-69.8% |