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 | $2,821 |
ADP BROKER-DEALER6 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $489,802 | $148,978+228.8% | $200,582+144.2% | $84,808+477.5% |
| Participation rate | 97.8% | 84.2%+13.5pp | 86.9%+10.9pp | 68.3%+29.5pp |
| Annual return | 18.99% | 28.16%-9.2pp | 42.33%-23.3pp | 40.90%-21.9pp |
| Employer contribution / active EE | $12,106 | $4,815+151.4% | $6,419+88.6% | $2,631+360.1% |
| Participant deferral / active EE | $18,916 | $7,142+164.8% | $9,331+102.7% | $4,212+349.1% |
| Admin fee / account holder | $24 | $13,977-99.8% | $16,305-99.9% | $7,344-99.7% |