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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,265 |
ADP BROKER-DEALER5 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 | $39,998 | $87,013-54.0% | $106,213-62.3% | $80,856-50.5% |
| Participation rate | 98.7% | 70.4%+28.3pp | 75.3%+23.4pp | 67.6%+31.1pp |
| Annual return | 11.38% | 17.05%-5.7pp | 116.14%-104.8pp | 35.59%-24.2pp |
| Employer contribution / active EE | $5,383 | $2,395+124.7% | $3,171+69.7% | $2,755+95.4% |
| Participant deferral / active EE | $5,757 | $3,986+44.4% | $5,016+14.8% | $4,296+34.0% |
| Admin fee / account holder | $38 | $8,431-99.6% | $11,033-99.7% | $6,918-99.5% |