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 | $31,159 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,610 |
ADP BROKER-DEALER3+ 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 | $60,889 | $85,766-29.0% | $136,294-55.3% | $70,131-13.2% |
| Participation rate | 71.1% | 74.2%-3.1pp | 81.9%-10.9pp | 69.5%+1.5pp |
| Annual return | 14.67% | 31.45%-16.8pp | 5155.94%-5141.3pp | 73.14%-58.5pp |
| Employer contribution / active EE | $2,024 | $2,966-31.7% | $4,695-56.9% | $2,342-13.6% |
| Participant deferral / active EE | $8,427 | $5,051+66.8% | $6,247+34.9% | $3,332+152.9% |
| Admin fee / account holder | $15 | $5,420-99.7% | $9,243-99.8% | $4,645-99.7% |