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 | $9,457 |
ADP BROKER-DEALER4 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 | $61,223 | $82,130-25.5% | $453,369-86.5% | $79,386-22.9% |
| Participation rate | 47.5% | 73.4%-25.9pp | 78.0%-30.5pp | 70.7%-23.2pp |
| Annual return | 16.63% | 345.31%-328.7pp | 64.40%-47.8pp | 116.85%-100.2pp |
| Employer contribution / active EE | $682 | $2,659-74.4% | $4,070-83.2% | $2,427-71.9% |
| Participant deferral / active EE | $2,979 | $4,314-30.9% | $6,209-52.0% | $4,046-26.4% |
| Admin fee / account holder | $69 | $531-87.1% | $11,209-99.4% | $626-89.1% |