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 |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $21,552 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,465 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,613 | $63,764+2.9% | $81,930-19.9% | $79,858-17.8% |
| Participation rate | 89.1% | 67.5%+21.6pp | 72.0%+17.1pp | 69.6%+19.5pp |
| Annual return | 16.03% | 22.66%-6.6pp | 29.49%-13.5pp | 31.71%-15.7pp |
| Employer contribution / active EE | $645 | $1,795-64.1% | $4,310-85.0% | $2,471-73.9% |
| Participant deferral / active EE | $2,869 | $2,780+3.2% | $7,107-59.6% | $3,740-23.3% |
| Admin fee / account holder | $102 | $4,426-97.7% | $5,158-98.0% | $5,306-98.1% |