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 | $61,336 |
ADP BROKER-DEALER4+ 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 | $70,239 | $65,223+7.7% | $80,019-12.2% | $55,725+26.0% |
| Participation rate | 81.7% | 80.6%+1.1pp | 75.8%+5.9pp | 70.9%+10.8pp |
| Annual return | -4.15% | 7.59%-11.7pp | 11.22%-15.4pp | 244.93%-249.1pp |
| Employer contribution / active EE | $2,523 | $2,544-0.8% | $2,468+2.2% | $2,078+21.4% |
| Participant deferral / active EE | $4,593 | $3,881+18.3% | $3,686+24.6% | $3,356+36.9% |
| Admin fee / account holder | $123 | $114+7.4% | $6,521-98.1% | $115+6.5% |