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 | $53,199 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $19,630 |
ADP BROKER-DEALER8+ 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 | $72,523 | $59,107+22.7% | $86,436-16.1% | $68,494+5.9% |
| Participation rate | 87.1% | 75.2%+11.9pp | 80.3%+6.8pp | 67.9%+19.2pp |
| Annual return | -17.28% | -0.23%-17.0pp | 4394.89%-4412.2pp | -7.84%-9.4pp |
| Employer contribution / active EE | $2,611 | $2,519+3.7% | $3,769-30.7% | $2,596+0.6% |
| Participant deferral / active EE | $6,593 | $5,901+11.7% | $6,952-5.2% | $4,027+63.7% |
| Admin fee / account holder | $104 | $5,637-98.2% | $6,731-98.5% | $5,403-98.1% |