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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $66,262 |
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 | $118,005 | $89,808+31.4% | $100,391+17.5% | $77,643+52.0% |
| Participation rate | 98.1% | 81.2%+16.9pp | 81.5%+16.6pp | 70.6%+27.5pp |
| Annual return | 15.67% | 20.62%-4.9pp | 49.20%-33.5pp | 31.24%-15.6pp |
| Employer contribution / active EE | $5,835 | $3,039+92.0% | $3,942+48.0% | $2,726+114.1% |
| Participant deferral / active EE | $11,181 | $8,284+35.0% | $8,082+38.4% | $4,647+140.6% |
| Admin fee / account holder | $81 | $174-53.5% | $7,899-99.0% | $430-81.2% |