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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $48,915 |
Service code 15 · EIN 27-2575734 | Recordkeeping | $41,784 |
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 | $34,735 | $50,982-31.9% | $154,803-77.6% | $85,563-59.4% |
| Participation rate | 75.8% | 59.8%+16.1pp | 78.1%-2.2pp | 66.0%+9.9pp |
| Annual return | 15.62% | 30.35%-14.7pp | 58.88%-43.3pp | 31.51%-15.9pp |
| Employer contribution / active EE | $1,457 | $1,708-14.7% | $4,305-66.1% | $2,654-45.1% |
| Participant deferral / active EE | $2,327 | $2,474-5.9% | $5,540-58.0% | $4,375-46.8% |
| Admin fee / account holder | $205 | $846-75.8% | $14,329-98.6% | $834-75.5% |