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-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $68,749 |
Service code 15 · EIN 20-8764829 | Recordkeeping | $20,000 |
Service code 37 · EIN 36-3429599 | Loan Processing | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $24,140 | $71,666-66.3% | $117,854-79.5% | $69,631-65.3% |
| Participation rate | 85.8% | 77.5%+8.3pp | 79.7%+6.2pp | 70.7%+15.2pp |
| Annual return | 15.46% | 18.86%-3.4pp | 335.08%-319.6pp | 27571.02%-27555.6pp |
| Employer contribution / active EE | $1,197 | $1,889-36.6% | $3,786-68.4% | $2,032-41.1% |
| Participant deferral / active EE | $3,397 | $3,340+1.7% | $4,482-24.2% | $3,224+5.4% |
| Admin fee / account holder | $89 | $120-26.4% | $8,020-98.9% | $110-19.8% |