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 7-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-DEALER1 year Filed as: ADP Service code 15 · EIN 13-3036745 | Recordkeeping | $5,905 |
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 | $37,765 | $101,317-62.7% | $146,958-74.3% | $74,495-49.3% |
| Participation rate | 91.9% | 75.5%+16.4pp | 82.2%+9.7pp | 67.2%+24.7pp |
| Annual return | 35.07% | 8730.91%-8695.8pp | 418.34%-383.3pp | 1364.94%-1329.9pp |
| Employer contribution / active EE | $5,691 | $3,810+49.4% | $4,933+15.4% | $2,623+117.0% |
| Participant deferral / active EE | $10,270 | $7,303+40.6% | $8,070+27.3% | $4,346+136.3% |
| Admin fee / account holder | $22 | $1,739-98.7% | $12,998-99.8% | $1,942-98.8% |