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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 8-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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $139,294 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $35,368 | $105,190-66.4% | $98,907-64.2% | $90,288-60.8% |
| Participation rate | 84.2% | 86.4%-2.2pp | 76.0%+8.2pp | 73.4%+10.8pp |
| Annual return | 19.43% | 18.52%+0.9pp | 196.43%-177.0pp | 53.97%-34.5pp |
| Employer contribution / active EE | $153 | $3,831-96.0% | $2,689-94.3% | $2,524-94.0% |
| Participant deferral / active EE | $2,960 | $5,616-47.3% | $4,244-30.3% | $4,232-30.1% |
| Admin fee / account holder | $115 | $97+18.5% | $6,642-98.3% | $114+1.1% |