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 | $4,862 |
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 | $62,346 | $39,038+59.7% | $98,755-36.9% | $86,799-28.2% |
| Participation rate | 99.9% | 68.2%+31.7pp | 65.7%+34.1pp | 72.3%+27.6pp |
| Annual return | 15.69% | 25.86%-10.2pp | 49.91%-34.2pp | 97.91%-82.2pp |
| Employer contribution / active EE | $2,439 | $1,231+98.1% | $2,067+18.0% | $2,405+1.4% |
| Participant deferral / active EE | $3,492 | $2,581+35.3% | $3,035+15.1% | $4,131-15.5% |
| Admin fee / account holder | $6 | $126-95.5% | $4,076-99.9% | $170-96.6% |