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 7-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 | $30,134 |
Service code 15 · EIN 82-4196351 | Recordkeeping | $9,146 |
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 | $18,436 | $44,960-59.0% | $84,966-78.3% | $74,495-75.3% |
| Participation rate | 92.5% | 49.4%+43.1pp | 67.5%+25.0pp | 67.2%+25.3pp |
| Annual return | 16.90% | 26.24%-9.3pp | 66.38%-49.5pp | 1364.94%-1348.0pp |
| Employer contribution / active EE | $2,195 | $1,457+50.6% | $2,727-19.5% | $2,623-16.3% |
| Participant deferral / active EE | $7,455 | $2,731+173.0% | $4,519+65.0% | $4,346+71.5% |
| Admin fee / account holder | $151 | $2,209-93.2% | $6,149-97.5% | $1,942-92.2% |