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 |
|---|---|---|
ADP BROKER-DEALER5+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $51,054 |
ADP BROKER-DEALER1 year Filed as: ADP STRATEGIC PLAN SERVICES Service code 28 · EIN 81-4734347 | Investment Management | $22,815 |
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 | $69,807 | $98,727-29.3% | $113,168-38.3% | $85,563-18.4% |
| Participation rate | 96.4% | 80.8%+15.5pp | 76.6%+19.8pp | 66.0%+30.4pp |
| Annual return | 23.71% | 17.43%+6.3pp | 24.27%-0.6pp | 31.51%-7.8pp |
| Employer contribution / active EE | $5,336 | $2,907+83.6% | $2,975+79.3% | $2,654+101.1% |
| Participant deferral / active EE | $12,047 | $5,424+122.1% | $5,107+135.9% | $4,375+175.3% |
| Admin fee / account holder | $154 | $357-56.8% | $12,068-98.7% | $834-81.5% |