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-DEALER10+ 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $87,688 | $88,890-1.4% | $102,423-14.4% | $77,643+12.9% |
| Participation rate | 59.8% | 80.9%-21.1pp | 76.5%-16.7pp | 70.6%-10.8pp |
| Annual return | 18.87% | 24.98%-6.1pp | 29.32%-10.5pp | 31.24%-12.4pp |
| Employer contribution / active EE | $895 | $2,698-66.8% | $3,023-70.4% | $2,726-67.2% |
| Participant deferral / active EE | $5,488 | $5,145+6.7% | $5,053+8.6% | $4,647+18.1% |
| Admin fee / account holder | $0 | $235-100.0% | $9,451-100.0% | $430-100.0% |