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 |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $22,000 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,685 |
ADP BROKER-DEALER9+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $151,822 | $100,227+51.5% | $169,993-10.7% | $74,419+104.0% |
| Participation rate | 86.1% | 87.3%-1.2pp | 87.0%-0.9pp | 70.7%+15.4pp |
| Annual return | 19.26% | 66.08%-46.8pp | 53.37%-34.1pp | 34.38%-15.1pp |
| Employer contribution / active EE | $8,436 | $4,263+97.9% | $6,785+24.3% | $2,637+219.9% |
| Participant deferral / active EE | $13,038 | $7,143+82.5% | $10,408+25.3% | $4,528+187.9% |
| Admin fee / account holder | $70 | $234-70.3% | $12,815-99.5% | $348-80.0% |