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.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $17,704 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,795 | $77,314-82.2% | $177,989-92.2% | $80,856-82.9% |
| Participation rate | 12.0% | 65.7%-53.7pp | 77.1%-65.1pp | 67.6%-55.6pp |
| Annual return | -0.98% | 18.09%-19.1pp | 294.48%-295.5pp | 35.59%-36.6pp |
| Employer contribution / active EE | $3,026 | $2,292+32.0% | $3,949-23.4% | $2,755+9.8% |
| Participant deferral / active EE | $5,693 | $4,411+29.1% | $6,276-9.3% | $4,296+32.5% |
| Admin fee / account holder | $402 | $7,191-94.4% | $10,363-96.1% | $6,918-94.2% |