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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,287 |
ADP BROKER-DEALER6 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $22,555 | $99,016-77.2% | $93,789-76.0% | $66,914-66.3% |
| Participation rate | 96.8% | 82.1%+14.7pp | 81.0%+15.9pp | 69.8%+27.0pp |
| Annual return | -11.79% | -14.59%+2.8pp | -11.33%-0.5pp | 1.58%-13.4pp |
| Employer contribution / active EE | $1,655 | $4,769-65.3% | $4,323-61.7% | $2,544-35.0% |
| Participant deferral / active EE | $3,779 | $6,689-43.5% | $6,094-38.0% | $4,237-10.8% |
| Admin fee / account holder | $16 | $477-96.6% | $7,195-99.8% | $593-97.2% |