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 | $25,167 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,623 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $54,934 | $62,132-11.6% | $185,823-70.4% | $73,488-25.2% |
| Participation rate | 71.1% | 67.8%+3.2pp | 78.0%-7.0pp | 70.7%+0.4pp |
| Annual return | 12.23% | 20.44%-8.2pp | 35.95%-23.7pp | 28.51%-16.3pp |
| Employer contribution / active EE | $508 | $1,681-69.8% | $4,087-87.6% | $2,270-77.6% |
| Participant deferral / active EE | $2,732 | $3,711-26.4% | $5,632-51.5% | $3,740-27.0% |
| Admin fee / account holder | $72 | $419-82.8% | $9,500-99.2% | $513-86.0% |