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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,367 |
ADP BROKER-DEALER10+ 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 | $45,666 | $30,588+49.3% | $53,898-15.3% | $85,563-46.6% |
| Participation rate | 36.1% | 26.3%+9.7pp | 55.0%-18.9pp | 66.0%-29.9pp |
| Annual return | 14.36% | 50.42%-36.1pp | 528.60%-514.2pp | 31.51%-17.2pp |
| Employer contribution / active EE | $260 | $436-40.3% | $932-72.1% | $2,654-90.2% |
| Participant deferral / active EE | $1,763 | $848+107.9% | $1,826-3.5% | $4,375-59.7% |
| Admin fee / account holder | $45 | $1,879-97.6% | $2,491-98.2% | $834-94.5% |