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 8-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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $14,242 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $30,882 | $107,459-71.3% | $135,903-77.3% | $80,160-61.5% |
| Participation rate | 39.8% | 78.0%-38.2pp | 81.9%-42.1pp | 72.9%-33.1pp |
| Annual return | 23.27% | 91.91%-68.6pp | 68.23%-45.0pp | 40.38%-17.1pp |
| Employer contribution / active EE | $0 | $3,877-100.0% | $4,856-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $3,173 | $8,195-61.3% | $7,758-59.1% | $5,017-36.8% |
| Admin fee / account holder | $16 | $127-87.6% | $10,762-99.9% | $145-89.2% |