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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $46,522 |
ADP BROKER-DEALER10+ 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 | $79,497 | $106,028-25.0% | $146,958-45.9% | $77,643+2.4% |
| Participation rate | 55.8% | 78.4%-22.5pp | 82.2%-26.3pp | 70.6%-14.7pp |
| Annual return | 16.15% | 56.73%-40.6pp | 418.34%-402.2pp | 31.24%-15.1pp |
| Employer contribution / active EE | $4,254 | $4,063+4.7% | $4,933-13.8% | $2,726+56.1% |
| Participant deferral / active EE | $7,533 | $7,990-5.7% | $8,070-6.7% | $4,647+62.1% |
| Admin fee / account holder | $74 | $337-78.2% | $12,998-99.4% | $430-82.9% |