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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,791 |
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 | $30,815 | $49,451-37.7% | $79,550-61.3% | $66,914-53.9% |
| Participation rate | 90.5% | 61.3%+29.2pp | 69.5%+21.0pp | 69.8%+20.7pp |
| Annual return | -14.33% | 84.25%-98.6pp | 0.16%-14.5pp | 1.58%-15.9pp |
| Employer contribution / active EE | $1,340 | $1,266+5.9% | $2,413-44.5% | $2,544-47.3% |
| Participant deferral / active EE | $4,013 | $3,159+27.0% | $3,985+0.7% | $4,237-5.3% |
| Admin fee / account holder | $21 | $595-96.5% | $6,832-99.7% | $593-96.4% |