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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $40,738 |
Filed as: COMMONWEALTH EQUITY SERVICES, INC. Service code 15 · EIN 04-2675571 | Recordkeeping | $34,433 |
ADP BROKER-DEALER9+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,203 | $44,626-63.7% | $86,188-81.2% | $80,160-79.8% |
| Participation rate | 92.0% | 63.5%+28.5pp | 69.0%+23.1pp | 72.9%+19.1pp |
| Annual return | 23.01% | 19.61%+3.4pp | 1168.45%-1145.4pp | 40.38%-17.4pp |
| Employer contribution / active EE | $677 | $1,099-38.4% | $2,380-71.6% | $2,978-77.3% |
| Participant deferral / active EE | $3,708 | $2,769+33.9% | $3,985-7.0% | $5,017-26.1% |
| Admin fee / account holder | $52 | $133-60.9% | $6,852-99.2% | $145-64.1% |