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 4-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 | $21,716 |
ADP BROKER-DEALER1 year Filed as: STRATEGIC PLAN SERVICES Service code 15 · EIN 81-4734347 | Recordkeeping | $6,991 |
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 | $54,967 | $55,415-0.8% | $155,509-64.7% | $74,495-26.2% |
| Participation rate | 83.4% | 61.9%+21.5pp | 78.2%+5.3pp | 67.2%+16.2pp |
| Annual return | 22.33% | 268.50%-246.2pp | 64.67%-42.3pp | 1364.94%-1342.6pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,672-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $16,923 | $2,836+496.7% | $5,626+200.8% | $4,346+289.4% |
| Admin fee / account holder | $178 | $1,738-89.7% | $15,912-98.9% | $1,942-90.8% |