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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $73,561 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $39,926 |
ADP BROKER-DEALER6 years Service code 49 · EIN 22-3319984 | Other Services | $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 | $31,270 | $53,165-41.2% | $86,188-63.7% | $74,419-58.0% |
| Participation rate | 95.5% | 64.9%+30.6pp | 69.0%+26.5pp | 70.7%+24.8pp |
| Annual return | 17.65% | 22.64%-5.0pp | 1168.45%-1150.8pp | 34.38%-16.7pp |
| Employer contribution / active EE | $837 | $1,210-30.8% | $2,380-64.8% | $2,637-68.3% |
| Participant deferral / active EE | $4,960 | $3,234+53.3% | $3,985+24.4% | $4,528+9.5% |
| Admin fee / account holder | $118 | $551-78.6% | $6,852-98.3% | $348-66.1% |