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 9-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 11-2814579 | Recordkeeping | $16,649 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $11,856 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $30,007 | $73,102-59.0% | $123,544-75.7% | $56,287-46.7% |
| Participation rate | 94.1% | 74.3%+19.8pp | 82.3%+11.8pp | 69.9%+24.2pp |
| Annual return | -6.80% | 3.01%-9.8pp | 119.20%-126.0pp | -9.96%+3.2pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $4,171 | $5,423-23.1% | $6,426-35.1% | $3,350+24.5% |
| Admin fee / account holder | $216 | $554-61.0% | $9,284-97.7% | $521-58.5% |