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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $17,353 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,182 | $50,956-29.0% | $96,562-62.5% | $86,799-58.3% |
| Participation rate | 66.5% | 65.2%+1.3pp | 69.8%-3.3pp | 72.3%-5.7pp |
| Annual return | 11.12% | 21.27%-10.2pp | 37.78%-26.7pp | 97.91%-86.8pp |
| Employer contribution / active EE | $24 | $1,111-97.9% | $2,356-99.0% | $2,405-99.0% |
| Participant deferral / active EE | $3,774 | $2,954+27.8% | $3,849-1.9% | $4,131-8.6% |
| Admin fee / account holder | $126 | $166-24.1% | $6,181-98.0% | $170-25.7% |