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 9-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 Service code 59 · EIN 22-3319984 | Shareholder Servicing | $44,502 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $15,805 |
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 | $27,841 | $104,919-73.5% | $116,228-76.0% | $85,563-67.5% |
| Participation rate | 89.9% | 78.6%+11.3pp | 74.6%+15.3pp | 66.0%+23.9pp |
| Annual return | 18.88% | 15.38%+3.5pp | 90.06%-71.2pp | 31.51%-12.6pp |
| Employer contribution / active EE | $1,231 | $3,485-64.7% | $2,994-58.9% | $2,654-53.6% |
| Participant deferral / active EE | $2,521 | $5,306-52.5% | $4,953-49.1% | $4,375-42.4% |
| Admin fee / account holder | $134 | $429-68.6% | $11,989-98.9% | $834-83.9% |