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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $100,002 |
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 | $49,984 | $112,623-55.6% | $106,213-52.9% | $199,593-75.0% |
| Participation rate | 63.5% | 86.2%-22.8pp | 75.3%-11.8pp | 72.0%-8.5pp |
| Annual return | 15.09% | 15.57%-0.5pp | 116.14%-101.0pp | 34.25%-19.2pp |
| Employer contribution / active EE | $0 | $4,575-100.0% | $3,171-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $3,708 | $6,659-44.3% | $5,016-26.1% | $5,087-27.1% |
| Admin fee / account holder | $69 | $107-35.4% | $11,033-99.4% | $269-74.3% |