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 5-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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $32,248 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $13,554 | $48,698-72.2% | $93,606-85.5% | $199,593-93.2% |
| Participation rate | 84.7% | 63.5%+21.2pp | 68.7%+16.0pp | 72.0%+12.7pp |
| Annual return | 13.96% | 15.34%-1.4pp | 133.20%-119.2pp | 34.25%-20.3pp |
| Employer contribution / active EE | $859 | $1,135-24.3% | $2,420-64.5% | $3,034-71.7% |
| Participant deferral / active EE | $1,964 | $2,817-30.3% | $4,411-55.5% | $5,087-61.4% |
| Admin fee / account holder | $29 | $195-85.0% | $8,285-99.6% | $269-89.1% |