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 | $4,478 |
ADP BROKER-DEALER6 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 | $43,861 | $88,634-50.5% | $101,326-56.7% | $74,304-41.0% |
| Participation rate | 94.3% | 76.9%+17.4pp | 81.5%+12.8pp | 60.3%+33.9pp |
| Annual return | 22.50% | 33.10%-10.6pp | 36.82%-14.3pp | 29.43%-6.9pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,665-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $13,071 | $7,322+78.5% | $7,994+63.5% | $3,767+246.9% |
| Admin fee / account holder | $15 | $2,425-99.4% | $11,185-99.9% | $2,969-99.5% |