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 10-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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,806 |
ADP BROKER-DEALER2 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 | $31,393 | $40,385-22.3% | $80,569-61.0% | $74,419-57.8% |
| Participation rate | 92.5% | 47.4%+45.1pp | 67.0%+25.5pp | 70.7%+21.8pp |
| Annual return | 33.84% | 164.85%-131.0pp | 935.43%-901.6pp | 34.38%-0.5pp |
| Employer contribution / active EE | $0 | $1,496-100.0% | $2,723-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $15,177 | $2,674+467.5% | $4,447+241.2% | $4,528+235.2% |
| Admin fee / account holder | $17 | $720-97.6% | $5,377-99.7% | $348-95.1% |