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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,277 |
ADP BROKER-DEALER8+ 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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,485 | $50,199+32.4% | $70,092-5.1% | $66,914-0.6% |
| Participation rate | 51.9% | 66.3%-14.5pp | 70.5%-18.6pp | 69.8%-18.0pp |
| Annual return | -12.68% | -13.85%+1.2pp | 190.73%-203.4pp | 1.58%-14.3pp |
| Employer contribution / active EE | $1,138 | $1,864-38.9% | $2,559-55.5% | $2,544-55.3% |
| Participant deferral / active EE | $3,014 | $3,112-3.2% | $3,849-21.7% | $4,237-28.9% |
| Admin fee / account holder | $53 | $600-91.1% | $6,267-99.2% | $593-91.0% |