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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.
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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 15 · EIN 13-5674085 | Recordkeeping | $22,368 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $19,890 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $73,625 | $78,485-6.2% | $106,213-30.7% | $74,495-1.2% |
| Participation rate | 74.0% | 72.8%+1.2pp | 75.3%-1.2pp | 67.2%+6.8pp |
| Annual return | 15.11% | 15.95%-0.8pp | 116.14%-101.0pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $556 | $2,523-78.0% | $3,171-82.5% | $2,623-78.8% |
| Participant deferral / active EE | $3,135 | $4,322-27.5% | $5,016-37.5% | $4,346-27.9% |
| Admin fee / account holder | $360 | $2,232-83.9% | $11,033-96.7% | $1,942-81.5% |