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 7-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 | $7,236 |
ADP BROKER-DEALER7+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $68,285 | $106,028-35.6% | $146,958-53.5% | $77,643-12.1% |
| Participation rate | 96.3% | 78.4%+17.9pp | 82.2%+14.2pp | 70.6%+25.7pp |
| Annual return | 20.69% | 56.73%-36.0pp | 418.34%-397.6pp | 31.24%-10.5pp |
| Employer contribution / active EE | $4,621 | $4,063+13.7% | $4,933-6.3% | $2,726+69.5% |
| Participant deferral / active EE | $13,397 | $7,990+67.7% | $8,070+66.0% | $4,647+188.3% |
| Admin fee / account holder | $19 | $337-94.4% | $12,998-99.9% | $430-95.6% |