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-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $5,605 |
ADP BROKER-DEALER3+ 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 | $74,853 | $155,795-52.0% | $136,294-45.1% | $69,631+7.5% |
| Participation rate | 72.3% | 75.2%-2.9pp | 81.9%-9.6pp | 70.7%+1.7pp |
| Annual return | 18.77% | 232464.33%-232445.6pp | 5155.94%-5137.2pp | 27571.02%-27552.3pp |
| Employer contribution / active EE | $2,925 | $2,991-2.2% | $4,695-37.7% | $2,032+44.0% |
| Participant deferral / active EE | $5,461 | $5,394+1.3% | $6,247-12.6% | $3,224+69.4% |
| Admin fee / account holder | $18 | $128-86.0% | $9,243-99.8% | $110-83.7% |