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 | $115,716 |
ADP BROKER-DEALER2 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 | $18,089 | $65,908-72.6% | $81,812-77.9% | $77,643-76.7% |
| Participation rate | 81.9% | 65.8%+16.1pp | 72.3%+9.6pp | 70.6%+11.4pp |
| Annual return | 11.83% | 26.64%-14.8pp | 773.79%-762.0pp | 31.24%-19.4pp |
| Employer contribution / active EE | $516 | $2,370-78.2% | $2,912-82.3% | $2,726-81.1% |
| Participant deferral / active EE | $2,436 | $3,505-30.5% | $4,319-43.6% | $4,647-47.6% |
| Admin fee / account holder | $179 | $526-65.9% | $7,386-97.6% | $430-58.3% |