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 4-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 | $1,815 |
ADP BROKER-DEALER4+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $179,220 | $101,317+76.9% | $146,958+22.0% | $74,495+140.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 16.80% | 8730.91%-8714.1pp | 418.34%-401.5pp | 1364.94%-1348.1pp |
| Employer contribution / active EE | $7,405 | $3,810+94.4% | $4,933+50.1% | $2,623+182.3% |
| Participant deferral / active EE | $11,143 | $7,303+52.6% | $8,070+38.1% | $4,346+156.4% |
| Admin fee / account holder | $8 | $1,739-99.5% | $12,998-99.9% | $1,942-99.6% |