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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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $12,728 |
ADP BROKER-DEALER6 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $56,762 | $80,138-29.2% | $130,231-56.4% | $71,457-20.6% |
| Participation rate | 50.2% | 71.0%-20.8pp | 76.3%-26.1pp | 67.9%-17.7pp |
| Annual return | 16.19% | 16.81%-0.6pp | 38.77%-22.6pp | 28.85%-12.7pp |
| Employer contribution / active EE | $744 | $2,834-73.7% | $4,126-82.0% | $2,588-71.2% |
| Participant deferral / active EE | $3,281 | $4,641-29.3% | $6,799-51.7% | $4,289-23.5% |
| Admin fee / account holder | $83 | $1,035-92.0% | $6,020-98.6% | $1,587-94.8% |