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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $28,609 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $10,373 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $19,518 | $43,133-54.7% | $89,391-78.2% | $73,488-73.4% |
| Participation rate | 96.4% | 55.0%+41.4pp | 68.0%+28.4pp | 70.7%+25.7pp |
| Annual return | 15.55% | 135.66%-120.1pp | 245.62%-230.1pp | 28.51%-13.0pp |
| Employer contribution / active EE | $793 | $1,438-44.9% | $2,586-69.3% | $2,270-65.1% |
| Participant deferral / active EE | $4,193 | $2,445+71.5% | $3,890+7.8% | $3,740+12.1% |
| Admin fee / account holder | $154 | $444-65.2% | $4,881-96.8% | $513-69.9% |