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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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $108,853 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,261 | $93,223-83.6% | $104,607-85.4% | $93,223-83.6% |
| Participation rate | 70.0% | 74.9%-4.9pp | 74.1%-4.1pp | 74.9%-4.9pp |
| Annual return | 41.68% | 19.29%+22.4pp | 340.46%-298.8pp | 19.29%+22.4pp |
| Employer contribution / active EE | $1,884 | $2,680-29.7% | $2,681-29.7% | $2,680-29.7% |
| Participant deferral / active EE | $2,941 | $4,563-35.6% | $3,740-21.4% | $4,563-35.6% |
| Admin fee / account holder | $24 | $79-69.6% | $6,473-99.6% | $79-69.6% |