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 |
|---|---|---|
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $70,611 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $56,699 |
ADP BROKER-DEALER9 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 | $72,304 | $100,923-28.4% | $150,045-51.8% | $74,304-2.7% |
| Participation rate | 93.5% | 70.1%+23.4pp | 82.3%+11.1pp | 60.3%+33.1pp |
| Annual return | 16.90% | 51.77%-34.9pp | 62.55%-45.6pp | 29.43%-12.5pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $4,693-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $12,961 | $6,709+93.2% | $7,997+62.1% | $3,767+244.0% |
| Admin fee / account holder | $196 | $2,767-92.9% | $13,435-98.5% | $2,969-93.4% |