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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-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $19,091 | $65,061-70.7% | $143,757-86.7% | $66,914-71.5% |
| Participation rate | 82.9% | 65.2%+17.7pp | 80.3%+2.6pp | 69.8%+13.1pp |
| Annual return | -2.90% | -11.14%+8.2pp | -0.04%-2.9pp | 1.58%-4.5pp |
| Employer contribution / active EE | $994 | $2,361-57.9% | $4,951-79.9% | $2,544-60.9% |
| Participant deferral / active EE | $2,375 | $2,919-18.6% | $5,637-57.9% | $4,237-44.0% |
| Admin fee / account holder | $0 | $502-100.0% | $14,673-100.0% | $593-100.0% |