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 13-5674085 | Recordkeeping | $69,400 |
ADP BROKER-DEALER5+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $18,561 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $71,369 | $98,727-27.7% | $113,168-36.9% | $85,563-16.6% |
| Participation rate | 90.9% | 80.8%+10.1pp | 76.6%+14.3pp | 66.0%+24.9pp |
| Annual return | 18.66% | 17.43%+1.2pp | 24.27%-5.6pp | 31.51%-12.9pp |
| Employer contribution / active EE | $1,921 | $2,907-33.9% | $2,975-35.4% | $2,654-27.6% |
| Participant deferral / active EE | $3,960 | $5,424-27.0% | $5,107-22.5% | $4,375-9.5% |
| Admin fee / account holder | $232 | $357-34.8% | $12,068-98.1% | $834-72.1% |