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 |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $43,778 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $20,245 |
ADP BROKER-DEALER5+ 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 | $55,151 | $98,982-44.3% | $162,163-66.0% | $65,185-15.4% |
| Participation rate | 93.8% | 85.8%+8.0pp | 87.6%+6.2pp | 70.2%+23.6pp |
| Annual return | 128.84% | 24.84%+104.0pp | 115.59%+13.2pp | 29.38%+99.5pp |
| Employer contribution / active EE | $2,327 | $3,467-32.9% | $5,614-58.6% | $2,177+6.9% |
| Participant deferral / active EE | $3,954 | $5,384-26.6% | $7,298-45.8% | $3,514+12.5% |
| Admin fee / account holder | $59 | $596-90.1% | $10,843-99.5% | $847-93.0% |