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 |
|---|---|---|
Service code 15 · EIN 39-2018056 | Recordkeeping | $13,303 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,785 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $42,441 | $65,435-35.1% | $86,677-51.0% | $66,914-36.6% |
| Participation rate | 65.5% | 75.5%-10.0pp | 76.6%-11.1pp | 69.8%-4.3pp |
| Annual return | -14.98% | -10.89%-4.1pp | 35.91%-50.9pp | 1.58%-16.6pp |
| Employer contribution / active EE | $1,254 | $2,153-41.7% | $2,836-55.8% | $2,544-50.7% |
| Participant deferral / active EE | $5,646 | $4,100+37.7% | $4,656+21.3% | $4,237+33.3% |
| Admin fee / account holder | $161 | $642-74.9% | $7,493-97.9% | $593-72.9% |