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 4-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-DEALER4+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $120,932 |
MONETA GROUP LLC4+ years Service code 15 · EIN 20-1903821 | Recordkeeping | $35,394 |
ADP BROKER-DEALER4+ 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 | $24,736 | $55,331-55.3% | $81,812-69.8% | $199,593-87.6% |
| Participation rate | 74.6% | 62.5%+12.1pp | 72.3%+2.3pp | 72.0%+2.6pp |
| Annual return | 13.02% | 19.59%-6.6pp | 773.79%-760.8pp | 34.25%-21.2pp |
| Employer contribution / active EE | $1,081 | $2,101-48.5% | $2,912-62.9% | $3,034-64.4% |
| Participant deferral / active EE | $3,958 | $3,283+20.6% | $4,319-8.3% | $5,087-22.2% |
| Admin fee / account holder | $59 | $346-83.0% | $7,386-99.2% | $269-78.2% |