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 | $70,892 |
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 | $25,001 | $29,548-15.4% | $56,411-55.7% | $77,643-67.8% |
| Participation rate | 90.7% | 32.7%+58.0pp | 52.5%+38.2pp | 70.6%+20.1pp |
| Annual return | 36.17% | 19.01%+17.2pp | 1701.33%-1665.2pp | 31.24%+4.9pp |
| Employer contribution / active EE | $2,249 | $568+296.2% | $1,039+116.5% | $2,726-17.5% |
| Participant deferral / active EE | $8,063 | $1,061+660.1% | $1,952+313.1% | $4,647+73.5% |
| Admin fee / account holder | $25 | $1,046-97.6% | $2,829-99.1% | $430-94.1% |