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-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $83,880 |
ADP BROKER-DEALER11+ 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.
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 | $28,134 | $57,610-51.2% | $154,803-81.8% | $102,872-72.7% |
| Participation rate | 57.9% | 59.5%-1.5pp | 78.1%-20.2pp | 73.0%-15.1pp |
| Annual return | 20.20% | 30.49%-10.3pp | 58.88%-38.7pp | 19.06%+1.1pp |
| Employer contribution / active EE | $1,217 | $1,883-35.4% | $4,305-71.7% | $3,526-65.5% |
| Participant deferral / active EE | $2,878 | $2,914-1.2% | $5,540-48.1% | $5,535-48.0% |
| Admin fee / account holder | $35 | $368-90.4% | $14,329-99.8% | $292-88.0% |