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 | $27,512 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $26,440 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $51,359 | $79,013-35.0% | $100,391-48.8% | $74,495-31.1% |
| Participation rate | 72.7% | 79.5%-6.8pp | 81.5%-8.8pp | 67.2%+5.5pp |
| Annual return | 16.86% | 20.41%-3.6pp | 49.20%-32.3pp | 1364.94%-1348.1pp |
| Employer contribution / active EE | $2,402 | $3,021-20.5% | $3,942-39.1% | $2,623-8.4% |
| Participant deferral / active EE | $6,602 | $7,760-14.9% | $8,082-18.3% | $4,346+51.9% |
| Admin fee / account holder | $391 | $1,320-70.4% | $7,899-95.1% | $1,942-79.9% |