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 |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,493 |
ADP BROKER-DEALER5 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 | $64,381 | $89,808-28.3% | $100,391-35.9% | $77,643-17.1% |
| Participation rate | 93.8% | 81.2%+12.6pp | 81.5%+12.3pp | 70.6%+23.2pp |
| Annual return | 20.51% | 20.62%-0.1pp | 49.20%-28.7pp | 31.24%-10.7pp |
| Employer contribution / active EE | $0 | $3,039-100.0% | $3,942-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $16,790 | $8,284+102.7% | $8,082+107.8% | $4,647+261.3% |
| Admin fee / account holder | $12 | $174-93.0% | $7,899-99.8% | $430-97.2% |