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-DEALER8+ years Service code 49 · EIN 22-3319984 | Other Services | $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 | $50,474 | $37,393+35.0% | $77,024-34.5% | $66,914-24.6% |
| Participation rate | 20.7% | 52.9%-32.1pp | 67.9%-47.2pp | 69.8%-49.1pp |
| Annual return | -13.00% | -3.29%-9.7pp | 42.32%-55.3pp | 1.58%-14.6pp |
| Employer contribution / active EE | $0 | $1,531-100.0% | $2,812-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,139 | $2,617-56.5% | $4,426-74.3% | $4,237-73.1% |
| Admin fee / account holder | $0 | $567-100.0% | $5,425-100.0% | $593-100.0% |