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 52 · EIN 13-5674085 | Indirect Investment Fees | $54,805 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,088 |
ADP BROKER-DEALER7+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Service code 37 · EIN 36-3429599 | Loan Processing | $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 | $54,901 | $50,956+7.7% | $96,562-43.1% | $86,799-36.7% |
| Participation rate | 98.7% | 65.2%+33.4pp | 69.8%+28.9pp | 72.3%+26.4pp |
| Annual return | 14.08% | 21.27%-7.2pp | 37.78%-23.7pp | 97.91%-83.8pp |
| Employer contribution / active EE | $382 | $1,111-65.6% | $2,356-83.8% | $2,405-84.1% |
| Participant deferral / active EE | $4,144 | $2,954+40.3% | $3,849+7.7% | $4,131+0.3% |
| Admin fee / account holder | $29 | $166-82.7% | $6,181-99.5% | $170-83.0% |