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 | $24,893 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $35,399 | $50,199-29.5% | $70,092-49.5% | $66,914-47.1% |
| Participation rate | 89.8% | 66.3%+23.5pp | 70.5%+19.3pp | 69.8%+20.0pp |
| Annual return | -15.41% | -13.85%-1.6pp | 190.73%-206.1pp | 1.58%-17.0pp |
| Employer contribution / active EE | $0 | $1,864-100.0% | $2,559-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,871 | $3,112-39.9% | $3,849-51.4% | $4,237-55.8% |
| Admin fee / account holder | $115 | $600-80.9% | $6,267-98.2% | $593-80.7% |