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 5-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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $69,476 |
ADP BROKER-DEALER2 years Filed as: STRATEGIC PLAN SERVICES Service code 15 · EIN 81-4734347 | Recordkeeping | $24,669 |
ADP BROKER-DEALER1 year Service code 37 · EIN 22-3319984 | Loan Processing | $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 | $76,062 | $104,919-27.5% | $116,228-34.6% | $85,563-11.1% |
| Participation rate | 97.4% | 78.6%+18.8pp | 74.6%+22.9pp | 66.0%+31.5pp |
| Annual return | 22.02% | 15.38%+6.6pp | 90.06%-68.0pp | 31.51%-9.5pp |
| Employer contribution / active EE | $5,493 | $3,485+57.6% | $2,994+83.4% | $2,654+107.0% |
| Participant deferral / active EE | $15,357 | $5,306+189.4% | $4,953+210.0% | $4,375+251.0% |
| Admin fee / account holder | $179 | $429-58.2% | $11,989-98.5% | $834-78.5% |