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-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,344 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,638 | $85,202-35.9% | $172,739-68.4% | $72,985-25.1% |
| Participation rate | 10.9% | 70.1%-59.2pp | 82.6%-71.7pp | 69.5%-58.6pp |
| Annual return | 28.36% | 27.32%+1.0pp | 802.84%-774.5pp | 81.00%-52.6pp |
| Employer contribution / active EE | $2,172 | $3,324-34.7% | $5,143-57.8% | $2,440-11.0% |
| Participant deferral / active EE | $6,829 | $3,260+109.5% | $5,198+31.4% | $3,607+89.3% |
| Admin fee / account holder | $348 | $5,884-94.1% | $13,954-97.5% | $5,124-93.2% |