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 5-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 | $3,648 |
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 | $84,255 | $95,274-11.6% | $135,903-38.0% | $74,419+13.2% |
| Participation rate | 95.5% | 78.2%+17.3pp | 81.9%+13.6pp | 70.7%+24.8pp |
| Annual return | 32.33% | 32.77%-0.4pp | 68.23%-35.9pp | 34.38%-2.1pp |
| Employer contribution / active EE | $7,690 | $3,874+98.5% | $4,856+58.4% | $2,637+191.6% |
| Participant deferral / active EE | $17,426 | $7,782+123.9% | $7,758+124.6% | $4,528+284.8% |
| Admin fee / account holder | $8 | $266-97.2% | $10,762-99.9% | $348-97.8% |