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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $42,511 |
ADP BROKER-DEALER9+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $69,831 | $95,274-26.7% | $135,903-48.6% | $74,419-6.2% |
| Participation rate | 61.1% | 78.2%-17.0pp | 81.9%-20.8pp | 70.7%-9.6pp |
| Annual return | 17.50% | 32.77%-15.3pp | 68.23%-50.7pp | 34.38%-16.9pp |
| Employer contribution / active EE | $4,257 | $3,874+9.9% | $4,856-12.3% | $2,637+61.4% |
| Participant deferral / active EE | $7,267 | $7,782-6.6% | $7,758-6.3% | $4,528+60.5% |
| Admin fee / account holder | $65 | $266-75.6% | $10,762-99.4% | $348-81.3% |