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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 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 13-5674085 | Recordkeeping | $49,433 |
ADP BROKER-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $9,647 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,295 | $72,254-35.9% | $86,677-46.6% | $64,808-28.6% |
| Participation rate | 96.6% | 80.4%+16.1pp | 76.6%+20.0pp | 71.5%+25.1pp |
| Annual return | -17.79% | 392.42%-410.2pp | 35.91%-53.7pp | 32.82%-50.6pp |
| Employer contribution / active EE | $1,675 | $2,393-30.0% | $2,836-40.9% | $2,506-33.2% |
| Participant deferral / active EE | $3,354 | $4,658-28.0% | $4,656-28.0% | $4,310-22.2% |
| Admin fee / account holder | $173 | $174-0.4% | $7,493-97.7% | $188-7.7% |