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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $31,524 |
LPL FINANCIAL5 years Service code 15 · EIN 04-3046611 | Recordkeeping | $27,590 |
ADP BROKER-DEALER5 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 | $36,642 | $100,923-63.7% | $150,045-75.6% | $74,304-50.7% |
| Participation rate | 95.5% | 70.1%+25.4pp | 82.3%+13.1pp | 60.3%+35.1pp |
| Annual return | 17.02% | 51.77%-34.7pp | 62.55%-45.5pp | 29.43%-12.4pp |
| Employer contribution / active EE | $1,823 | $3,463-47.4% | $4,693-61.2% | $2,241-18.7% |
| Participant deferral / active EE | $4,332 | $6,709-35.4% | $7,997-45.8% | $3,767+15.0% |
| Admin fee / account holder | $264 | $2,767-90.5% | $13,435-98.0% | $2,969-91.1% |