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-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,661 |
Service code 15 · EIN 20-8764829 | Recordkeeping | $8,119 |
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 | $34,500 | $49,915-30.9% | $154,803-77.7% | $74,304-53.6% |
| Participation rate | 96.3% | 54.0%+42.3pp | 78.1%+18.2pp | 60.3%+35.9pp |
| Annual return | 17.32% | 34.06%-16.7pp | 58.88%-41.6pp | 29.43%-12.1pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $3,322 | $2,255+47.3% | $5,540-40.0% | $3,767-11.8% |
| Admin fee / account holder | $65 | $2,189-97.0% | $14,329-99.5% | $2,969-97.8% |