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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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $51,332 |
ADP BROKER-DEALER10+ 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,509 | $44,897-74.4% | $84,966-86.5% | $199,593-94.2% |
| Participation rate | 47.8% | 45.7%+2.1pp | 67.5%-19.7pp | 72.0%-24.2pp |
| Annual return | 17.83% | 20.96%-3.1pp | 66.38%-48.6pp | 34.25%-16.4pp |
| Employer contribution / active EE | $416 | $1,365-69.5% | $2,727-84.7% | $3,034-86.3% |
| Participant deferral / active EE | $1,433 | $2,668-46.3% | $4,519-68.3% | $5,087-71.8% |
| Admin fee / account holder | $50 | $584-91.4% | $6,149-99.2% | $269-81.3% |