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 | $322,548 |
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 | $39,001 | $45,959-15.1% | $91,220-57.2% | $77,904-49.9% |
| Participation rate | 96.3% | 66.3%+30.0pp | 73.2%+23.1pp | 73.7%+22.7pp |
| Annual return | 47.18% | -5.32%+52.5pp | 114.01%-66.8pp | 12.21%+35.0pp |
| Employer contribution / active EE | $6,631 | $1,451+357.0% | $2,850+132.7% | $2,848+132.9% |
| Participant deferral / active EE | $11,303 | $3,283+244.3% | $4,234+167.0% | $4,806+135.2% |
| Admin fee / account holder | $61 | $99-37.9% | $5,420-98.9% | $133-53.7% |