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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,525 |
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 | $97,600 | $88,634+10.1% | $101,326-3.7% | $74,304+31.4% |
| Participation rate | 90.8% | 76.9%+13.9pp | 81.5%+9.3pp | 60.3%+30.4pp |
| Annual return | 22.99% | 33.10%-10.1pp | 36.82%-13.8pp | 29.43%-6.4pp |
| Employer contribution / active EE | $7,679 | $2,930+162.0% | $3,665+109.5% | $2,241+242.6% |
| Participant deferral / active EE | $11,863 | $7,322+62.0% | $7,994+48.4% | $3,767+214.9% |
| Admin fee / account holder | $11 | $2,425-99.5% | $11,185-99.9% | $2,969-99.6% |