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 | $49,631 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $15,634 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,930 | $44,229-70.8% | $155,790-91.7% | $55,191-76.6% |
| Participation rate | 92.0% | 60.8%+31.2pp | 76.1%+15.9pp | 69.2%+22.8pp |
| Annual return | -0.98% | 0.37%-1.4pp | 71.54%-72.5pp | 10.78%-11.8pp |
| Employer contribution / active EE | $779 | $1,317-40.9% | $3,836-79.7% | $1,899-59.0% |
| Participant deferral / active EE | $2,240 | $2,851-21.4% | $4,797-53.3% | $3,046-26.5% |
| Admin fee / account holder | $30 | $86-65.3% | $7,478-99.6% | $91-67.0% |