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 | $9,706 |
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 | $75,035 | $54,193+38.5% | $93,606-19.8% | $77,643-3.4% |
| Participation rate | 87.7% | 63.9%+23.8pp | 68.7%+19.0pp | 70.6%+17.2pp |
| Annual return | 12.68% | 30.54%-17.9pp | 133.20%-120.5pp | 31.24%-18.6pp |
| Employer contribution / active EE | $1,903 | $1,168+62.9% | $2,420-21.4% | $2,726-30.2% |
| Participant deferral / active EE | $7,135 | $3,144+126.9% | $4,411+61.7% | $4,647+53.5% |
| Admin fee / account holder | $36 | $576-93.8% | $8,285-99.6% | $430-91.7% |