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 | $1,250 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $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 | $116,656 | $104,475+11.7% | $159,436-26.8% | $79,386+46.9% |
| Participation rate | 91.7% | 76.6%+15.0pp | 82.8%+8.8pp | 70.7%+21.0pp |
| Annual return | 15.58% | 67.95%-52.4pp | 263.57%-248.0pp | 116.85%-101.3pp |
| Employer contribution / active EE | $4,429 | $3,417+29.6% | $4,829-8.3% | $2,427+82.5% |
| Participant deferral / active EE | $10,193 | $6,467+57.6% | $7,352+38.6% | $4,046+151.9% |
| Admin fee / account holder | $7 | $711-99.0% | $10,799-99.9% | $626-98.8% |