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 | $13,699 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $24,330 | $82,917-70.7% | $103,333-76.5% | $77,643-68.7% |
| Participation rate | 53.4% | 71.6%-18.1pp | 74.5%-21.1pp | 70.6%-17.1pp |
| Annual return | 0.00% | 19.13%-19.1pp | 24.88%-24.9pp | 31.24%-31.2pp |
| Employer contribution / active EE | $1,188 | $3,552-66.6% | $3,868-69.3% | $2,726-56.4% |
| Participant deferral / active EE | $2,254 | $4,108-45.1% | $5,057-55.4% | $4,647-51.5% |
| Admin fee / account holder | $65 | $638-89.9% | $8,355-99.2% | $430-85.0% |