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 |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $19,342 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,590 |
ADP BROKER-DEALER2 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $65,321 | $86,944-24.9% | $107,525-39.3% | $74,304-12.1% |
| Participation rate | 67.6% | 59.6%+8.1pp | 75.1%-7.4pp | 60.3%+7.3pp |
| Annual return | 27.05% | 23.52%+3.5pp | 181.32%-154.3pp | 29.43%-2.4pp |
| Employer contribution / active EE | $635 | $2,757-77.0% | $3,754-83.1% | $2,241-71.7% |
| Participant deferral / active EE | $4,016 | $3,554+13.0% | $5,116-21.5% | $3,767+6.6% |
| Admin fee / account holder | $183 | $3,727-95.1% | $8,919-98.0% | $2,969-93.8% |