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 13-5674085 | Recordkeeping | $50,638 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $49,214 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $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 | $43,799 | $106,028-58.7% | $146,958-70.2% | $77,643-43.6% |
| Participation rate | 94.1% | 78.4%+15.7pp | 82.2%+11.9pp | 70.6%+23.5pp |
| Annual return | 27.73% | 56.73%-29.0pp | 418.34%-390.6pp | 31.24%-3.5pp |
| Employer contribution / active EE | $4,668 | $4,063+14.9% | $4,933-5.4% | $2,726+71.3% |
| Participant deferral / active EE | $9,403 | $7,990+17.7% | $8,070+16.5% | $4,647+102.3% |
| Admin fee / account holder | $255 | $337-24.3% | $12,998-98.0% | $430-40.7% |