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 | $29,646 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $27,896 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Service code 37 · EIN 36-3429599 | Loan Processing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $122,449 | $49,138+149.2% | $84,015+45.7% | $65,185+87.9% |
| Participation rate | 60.7% | 60.7%0pp | 69.0%-8.3pp | 70.2%-9.5pp |
| Annual return | 24.98% | 23.00%+2.0pp | 71.31%-46.3pp | 29.38%-4.4pp |
| Employer contribution / active EE | $570 | $914-37.6% | $1,983-71.3% | $2,177-73.8% |
| Participant deferral / active EE | $4,043 | $2,397+68.7% | $3,239+24.8% | $3,514+15.1% |
| Admin fee / account holder | $513 | $543-5.5% | $6,101-91.6% | $847-39.4% |