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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $34,016 |
Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 15 · EIN 93-0987232 | Recordkeeping | $21,571 |
ADP BROKER-DEALER5 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 | $55,927 | $53,345+4.8% | $121,098-53.8% | $74,419-24.8% |
| Participation rate | 62.5% | 60.0%+2.5pp | 69.5%-7.0pp | 70.7%-8.3pp |
| Annual return | 17.56% | 35.15%-17.6pp | 985.75%-968.2pp | 34.38%-16.8pp |
| Employer contribution / active EE | $463 | $1,898-75.6% | $4,164-88.9% | $2,637-82.4% |
| Participant deferral / active EE | $3,468 | $3,221+7.7% | $4,080-15.0% | $4,528-23.4% |
| Admin fee / account holder | $201 | $382-47.5% | $5,644-96.4% | $348-42.3% |