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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $56,527 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $68,420 | $69,823-2.0% | $77,163-11.3% | $74,419-8.1% |
| Participation rate | 97.8% | 70.0%+27.8pp | 69.6%+28.3pp | 70.7%+27.1pp |
| Annual return | 13.22% | 19.98%-6.8pp | 37.87%-24.7pp | 34.38%-21.2pp |
| Employer contribution / active EE | $6,146 | $2,150+185.9% | $2,535+142.5% | $2,637+133.0% |
| Participant deferral / active EE | $4,935 | $3,558+38.7% | $3,833+28.7% | $4,528+9.0% |
| Admin fee / account holder | $109 | $398-72.6% | $5,472-98.0% | $348-68.7% |