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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,161 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $71,328 | $55,415+28.7% | $155,509-54.1% | $74,495-4.3% |
| Participation rate | 95.5% | 61.9%+33.6pp | 78.2%+17.4pp | 67.2%+28.3pp |
| Annual return | 15.64% | 268.50%-252.9pp | 64.67%-49.0pp | 1364.94%-1349.3pp |
| Employer contribution / active EE | $5,254 | $2,267+131.8% | $4,672+12.5% | $2,623+100.3% |
| Participant deferral / active EE | $6,913 | $2,836+143.7% | $5,626+22.9% | $4,346+59.1% |
| Admin fee / account holder | $428 | $1,738-75.4% | $15,912-97.3% | $1,942-78.0% |