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 8-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 | $60,701 |
ADP BROKER-DEALER5 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 | $43,338 | $29,548+46.7% | $56,411-23.2% | $77,643-44.2% |
| Participation rate | 24.8% | 32.7%-7.8pp | 52.5%-27.6pp | 70.6%-45.7pp |
| Annual return | 13.11% | 19.01%-5.9pp | 1701.33%-1688.2pp | 31.24%-18.1pp |
| Employer contribution / active EE | $410 | $568-27.8% | $1,039-60.6% | $2,726-85.0% |
| Participant deferral / active EE | $1,491 | $1,061+40.6% | $1,952-23.6% | $4,647-67.9% |
| Admin fee / account holder | $165 | $1,046-84.2% | $2,829-94.2% | $430-61.6% |