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-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $31,705 |
WILMINGTON TRUST6 years Filed as: WILMINGTON TRUST, NATIONAL ASSOCIAT Service code 15 · EIN 16-1486454 | Recordkeeping | $17,848 |
ADP BROKER-DEALER6 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $68,120 | $117,025-41.8% | $91,541-25.6% | $85,563-20.4% |
| Participation rate | 61.3% | 64.2%-2.9pp | 69.8%-8.5pp | 66.0%-4.7pp |
| Annual return | 16.06% | 18.02%-2.0pp | 20.50%-4.4pp | 31.51%-15.5pp |
| Employer contribution / active EE | $1,459 | $2,120-31.2% | $2,505-41.8% | $2,654-45.0% |
| Participant deferral / active EE | $2,905 | $3,446-15.7% | $4,008-27.5% | $4,375-33.6% |
| Admin fee / account holder | $280 | $1,242-77.5% | $6,956-96.0% | $834-66.4% |