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 9-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 15 · EIN 13-5674085 | Recordkeeping | $34,643 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,280 |
ADP BROKER-DEALER7+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return 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 | $39,267 | $65,435-40.0% | $86,677-54.7% | $66,914-41.3% |
| Participation rate | 96.7% | 75.5%+21.2pp | 76.6%+20.1pp | 69.8%+26.9pp |
| Annual return | -21.48% | -10.89%-10.6pp | 35.91%-57.4pp | 1.58%-23.1pp |
| Employer contribution / active EE | $2,218 | $2,153+3.0% | $2,836-21.8% | $2,544-12.8% |
| Participant deferral / active EE | $5,510 | $4,100+34.4% | $4,656+18.4% | $4,237+30.1% |
| Admin fee / account holder | $121 | $642-81.2% | $7,493-98.4% | $593-79.6% |