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 |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $133,857 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $48,438 |
ADP BROKER-DEALER7+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $54,346 | $48,166+12.8% | $96,562-43.7% | $93,030-41.6% |
| Participation rate | 43.6% | 65.1%-21.5pp | 69.8%-26.2pp | 73.9%-30.3pp |
| Annual return | 17.14% | 21.31%-4.2pp | 37.78%-20.6pp | 158.70%-141.6pp |
| Employer contribution / active EE | $207 | $1,070-80.7% | $2,356-91.2% | $2,706-92.4% |
| Participant deferral / active EE | $4,117 | $2,576+59.8% | $3,849+7.0% | $4,562-9.8% |
| Admin fee / account holder | $70 | $110-36.7% | $6,181-98.9% | $152-54.0% |