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 | $28,523 |
ADP BROKER-DEALER2 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 | $111,024 | $122,239-9.2% | $184,203-39.7% | $74,495+49.0% |
| Participation rate | 91.5% | 85.5%+6.0pp | 86.8%+4.7pp | 67.2%+24.3pp |
| Annual return | 24.08% | 19.95%+4.1pp | 28.81%-4.7pp | 1364.94%-1340.9pp |
| Employer contribution / active EE | $5,037 | $4,537+11.0% | $6,427-21.6% | $2,623+92.0% |
| Participant deferral / active EE | $16,043 | $7,139+124.7% | $9,131+75.7% | $4,346+269.2% |
| Admin fee / account holder | $138 | $1,260-89.1% | $13,901-99.0% | $1,942-92.9% |