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-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $30,672 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $17,959 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $66,013 | $66,302-0.4% | $110,238-40.1% | $56,287+17.3% |
| Participation rate | 92.2% | 74.9%+17.2pp | 79.8%+12.3pp | 69.9%+22.3pp |
| Annual return | -5.32% | -1.18%-4.1pp | 314.74%-320.1pp | -9.96%+4.6pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $3,826-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $7,660 | $3,381+126.5% | $4,672+64.0% | $3,350+128.7% |
| Admin fee / account holder | $317 | $698-54.6% | $8,547-96.3% | $521-39.1% |