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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $13,495 |
ADP BROKER-DEALER10+ 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 | $40,894 | $88,890-54.0% | $102,423-60.1% | $77,643-47.3% |
| Participation rate | 97.2% | 80.9%+16.3pp | 76.5%+20.7pp | 70.6%+26.7pp |
| Annual return | 16.84% | 24.98%-8.1pp | 29.32%-12.5pp | 31.24%-14.4pp |
| Employer contribution / active EE | $2,246 | $2,698-16.7% | $3,023-25.7% | $2,726-17.6% |
| Participant deferral / active EE | $3,871 | $5,145-24.8% | $5,053-23.4% | $4,647-16.7% |
| Admin fee / account holder | $31 | $235-86.8% | $9,451-99.7% | $430-92.8% |