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-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,995 |
ADP BROKER-DEALER4+ 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 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 | $29,950 | $73,102-59.0% | $123,544-75.8% | $56,287-46.8% |
| Participation rate | 53.7% | 74.3%-20.7pp | 82.3%-28.6pp | 69.9%-16.2pp |
| Annual return | -2.66% | 3.01%-5.7pp | 119.20%-121.9pp | -9.96%+7.3pp |
| Employer contribution / active EE | $1,455 | $2,977-51.1% | $4,628-68.6% | $2,111-31.1% |
| Participant deferral / active EE | $5,885 | $5,423+8.5% | $6,426-8.4% | $3,350+75.7% |
| Admin fee / account holder | $16 | $554-97.2% | $9,284-99.8% | $521-97.0% |