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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $30,994 |
Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 15 · EIN 93-0987232 | Recordkeeping | $25,105 |
ADP BROKER-DEALER6 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 | $51,451 | $58,778-12.5% | $129,207-60.2% | $77,643-33.7% |
| Participation rate | 72.6% | 59.2%+13.4pp | 69.6%+3.0pp | 70.6%+2.1pp |
| Annual return | 13.96% | 24.73%-10.8pp | 9417.33%-9403.4pp | 31.24%-17.3pp |
| Employer contribution / active EE | $430 | $1,952-78.0% | $4,153-89.7% | $2,726-84.2% |
| Participant deferral / active EE | $3,256 | $3,212+1.4% | $4,168-21.9% | $4,647-29.9% |
| Admin fee / account holder | $167 | $589-71.7% | $7,715-97.8% | $430-61.2% |