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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,100 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $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 | $40,074 | $50,815-21.1% | $155,509-74.2% | $77,643-48.4% |
| Participation rate | 39.2% | 63.1%-23.9pp | 78.2%-39.0pp | 70.6%-31.4pp |
| Annual return | 13.04% | 34.80%-21.8pp | 64.67%-51.6pp | 31.24%-18.2pp |
| Employer contribution / active EE | $767 | $1,993-61.5% | $4,672-83.6% | $2,726-71.9% |
| Participant deferral / active EE | $3,046 | $2,822+7.9% | $5,626-45.9% | $4,647-34.5% |
| Admin fee / account holder | $43 | $437-90.2% | $15,912-99.7% | $430-90.1% |