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 | $15,614 |
Service code 15 · EIN 42-0941553 | Recordkeeping | $12,925 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,861 | $64,119-70.6% | $112,228-83.2% | $66,914-71.8% |
| Participation rate | 71.0% | 68.5%+2.5pp | 75.1%-4.0pp | 69.8%+1.2pp |
| Annual return | -18.22% | -13.81%-4.4pp | 27.45%-45.7pp | 1.58%-19.8pp |
| Employer contribution / active EE | $783 | $3,005-73.9% | $3,635-78.5% | $2,544-69.2% |
| Participant deferral / active EE | $3,127 | $3,693-15.3% | $4,728-33.9% | $4,237-26.2% |
| Admin fee / account holder | $201 | $625-67.9% | $6,410-96.9% | $593-66.1% |