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 | $18,774 |
ADP BROKER-DEALER6 years 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 | $40,587 | $61,058-33.5% | $71,209-43.0% | $85,563-52.6% |
| Participation rate | 62.1% | 58.6%+3.5pp | 73.8%-11.7pp | 66.0%-3.9pp |
| Annual return | 16.59% | 100.41%-83.8pp | 282.51%-265.9pp | 31.51%-14.9pp |
| Employer contribution / active EE | $292 | $2,199-86.7% | $2,721-89.3% | $2,654-89.0% |
| Participant deferral / active EE | $2,091 | $3,173-34.1% | $4,175-49.9% | $4,375-52.2% |
| Admin fee / account holder | $47 | $855-94.5% | $5,349-99.1% | $834-94.4% |