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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $79,816 |
401K ADVISORS INC6 years Service code 15 · EIN 33-0905143 | Recordkeeping | $66,513 |
ADP BROKER-DEALER10+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Annual investment return 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 | $34,494 | $54,193-36.3% | $93,606-63.2% | $77,643-55.6% |
| Participation rate | 87.3% | 63.9%+23.3pp | 68.7%+18.5pp | 70.6%+16.7pp |
| Annual return | 9.89% | 30.54%-20.7pp | 133.20%-123.3pp | 31.24%-21.4pp |
| Employer contribution / active EE | $0 | $1,168-100.0% | $2,420-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $3,385 | $3,144+7.7% | $4,411-23.3% | $4,647-27.2% |
| Admin fee / account holder | $185 | $576-67.9% | $8,285-97.8% | $430-57.1% |