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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $12,493 |
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 | $187,155 | $57,016+228.2% | $84,966+120.3% | $80,856+131.5% |
| Participation rate | 88.2% | 56.3%+31.9pp | 67.5%+20.7pp | 67.6%+20.6pp |
| Annual return | 10.89% | 21.66%-10.8pp | 66.38%-55.5pp | 35.59%-24.7pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $2,727-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $6,144 | $3,110+97.6% | $4,519+35.9% | $4,296+43.0% |
| Admin fee / account holder | $597 | $4,980-88.0% | $6,149-90.3% | $6,918-91.4% |