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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $91,559 |
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 | $21,806 | $53,136-59.0% | $155,509-86.0% | $199,593-89.1% |
| Participation rate | 49.1% | 64.1%-15.0pp | 78.2%-29.1pp | 72.0%-22.9pp |
| Annual return | 13.55% | 41.15%-27.6pp | 64.67%-51.1pp | 34.25%-20.7pp |
| Employer contribution / active EE | $310 | $1,851-83.2% | $4,672-93.4% | $3,034-89.8% |
| Participant deferral / active EE | $2,125 | $3,161-32.8% | $5,626-62.2% | $5,087-58.2% |
| Admin fee / account holder | $36 | $185-80.8% | $15,912-99.8% | $269-86.8% |