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 |
|---|---|---|
Service code 15 · EIN 20-8764829 | Recordkeeping | $28,607 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,455 |
ADP BROKER-DEALER7+ 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 | $94,643 | $84,936+11.4% | $111,297-15.0% | $79,386+19.2% |
| Participation rate | 99.1% | 75.9%+23.2pp | 77.3%+21.8pp | 70.7%+28.4pp |
| Annual return | 12.79% | 17.45%-4.7pp | 54.65%-41.9pp | 116.85%-104.1pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,731-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $3,744 | $3,888-3.7% | $4,487-16.6% | $4,046-7.5% |
| Admin fee / account holder | $231 | $537-57.0% | $7,964-97.1% | $626-63.1% |