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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,411 |
ADP BROKER-DEALER1 year 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 | $21,918 | $46,292-52.7% | $143,757-84.8% | $64,808-66.2% |
| Participation rate | 39.9% | 64.2%-24.3pp | 80.3%-40.4pp | 71.5%-31.6pp |
| Annual return | -16.48% | -10.05%-6.4pp | -0.04%-16.4pp | 32.82%-49.3pp |
| Employer contribution / active EE | $754 | $1,910-60.5% | $4,951-84.8% | $2,506-69.9% |
| Participant deferral / active EE | $2,597 | $2,646-1.8% | $5,637-53.9% | $4,310-39.8% |
| Admin fee / account holder | $30 | $154-80.6% | $14,673-99.8% | $188-84.1% |