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 |
|---|---|---|
P&N1 year Service code 15 · EIN 72-1202445 | Recordkeeping | $7,500 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,414 |
ADP BROKER-DEALER8+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,415 | $47,722-67.7% | $82,719-81.4% | $64,808-76.2% |
| Participation rate | 46.5% | 67.6%-21.1pp | 72.6%-26.0pp | 71.5%-24.9pp |
| Annual return | -15.23% | -13.05%-2.2pp | 701.18%-716.4pp | 32.82%-48.0pp |
| Employer contribution / active EE | $413 | $2,179-81.0% | $3,009-86.3% | $2,506-83.5% |
| Participant deferral / active EE | $1,509 | $3,329-54.7% | $4,395-65.7% | $4,310-65.0% |
| Admin fee / account holder | $53 | $143-63.0% | $5,329-99.0% | $188-71.8% |