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 |
|---|---|---|
Service code 15 · EIN 42-0941553 | Recordkeeping | $27,051 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $18,350 |
Service code 37 · EIN 36-3429599 | Loan Processing | $0 |
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 | $103,267 | $78,485+31.6% | $106,213-2.8% | $74,495+38.6% |
| Participation rate | 91.5% | 72.8%+18.7pp | 75.3%+16.2pp | 67.2%+24.3pp |
| Annual return | 14.43% | 15.95%-1.5pp | 116.14%-101.7pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $1,914 | $2,523-24.1% | $3,171-39.7% | $2,623-27.0% |
| Participant deferral / active EE | $6,860 | $4,322+58.7% | $5,016+36.8% | $4,346+57.8% |
| Admin fee / account holder | $366 | $2,232-83.6% | $11,033-96.7% | $1,942-81.2% |