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 | $20,561 |
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 | $61,754 | $79,700-22.5% | $153,485-59.8% | $74,495-17.1% |
| Participation rate | 97.1% | 69.8%+27.3pp | 77.1%+20.0pp | 67.2%+29.9pp |
| Annual return | 12.40% | 15.07%-2.7pp | 15.65%-3.3pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $5,059 | $4,016+26.0% | $5,039+0.4% | $2,623+92.9% |
| Participant deferral / active EE | $8,037 | $5,315+51.2% | $6,757+18.9% | $4,346+84.9% |
| Admin fee / account holder | $156 | $1,790-91.3% | $12,724-98.8% | $1,942-92.0% |