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 6-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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,120 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $17,922 | $65,061-72.5% | $143,757-87.5% | $66,914-73.2% |
| Participation rate | 68.8% | 65.2%+3.6pp | 80.3%-11.5pp | 69.8%-1.0pp |
| Annual return | -12.51% | -11.14%-1.4pp | -0.04%-12.5pp | 1.58%-14.1pp |
| Employer contribution / active EE | $765 | $2,361-67.6% | $4,951-84.5% | $2,544-69.9% |
| Participant deferral / active EE | $1,069 | $2,919-63.4% | $5,637-81.0% | $4,237-74.8% |
| Admin fee / account holder | $173 | $502-65.5% | $14,673-98.8% | $593-70.8% |