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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $90,062 |
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 | $45,979 | $104,631-56.1% | $98,439-53.3% | $80,160-42.6% |
| Participation rate | 69.0% | 87.5%-18.5pp | 75.2%-6.1pp | 72.9%-3.9pp |
| Annual return | 16.24% | 34.72%-18.5pp | 21.16%-4.9pp | 40.38%-24.1pp |
| Employer contribution / active EE | $0 | $4,517-100.0% | $3,048-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $3,505 | $6,545-46.4% | $4,738-26.0% | $5,017-30.1% |
| Admin fee / account holder | $63 | $105-40.2% | $8,948-99.3% | $145-56.7% |