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 8-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 | $66,338 |
401K ADVISORS INC4 years Service code 15 · EIN 33-0905143 | Recordkeeping | $56,571 |
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 | $59,556 | $106,028-43.8% | $146,958-59.5% | $77,643-23.3% |
| Participation rate | 83.1% | 78.4%+4.7pp | 82.2%+0.9pp | 70.6%+12.5pp |
| Annual return | 24.89% | 56.73%-31.8pp | 418.34%-393.4pp | 31.24%-6.3pp |
| Employer contribution / active EE | $4,259 | $4,063+4.8% | $4,933-13.7% | $2,726+56.2% |
| Participant deferral / active EE | $10,733 | $7,990+34.3% | $8,070+33.0% | $4,647+130.9% |
| Admin fee / account holder | $248 | $337-26.4% | $12,998-98.1% | $430-42.3% |