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 | $90 |
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.
Participant contribution per participant 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 | $18,215 | $57,354-68.2% | $83,848-78.3% | $64,186-71.6% |
| Participation rate | 42.5% | 68.6%-26.1pp | 76.1%-33.7pp | 69.6%-27.1pp |
| Annual return | -3.79% | 11.38%-15.2pp | 850.88%-854.7pp | 7.63%-11.4pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $723 | $2,993-75.9% | $4,082-82.3% | $3,470-79.2% |
| Admin fee / account holder | $1 | $4,046-100.0% | $5,478-100.0% | $4,888-100.0% |