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 | $6,575 |
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 | $33,331 | $65,592-49.2% | $90,160-63.0% | $69,631-52.1% |
| Participation rate | 93.9% | 77.6%+16.3pp | 76.9%+17.0pp | 70.7%+23.2pp |
| Annual return | 18.83% | 57.10%-38.3pp | 34.88%-16.1pp | 27571.02%-27552.2pp |
| Employer contribution / active EE | $2,257 | $2,193+2.9% | $3,318-32.0% | $2,032+11.1% |
| Participant deferral / active EE | $5,606 | $5,257+6.6% | $5,288+6.0% | $3,224+73.9% |
| Admin fee / account holder | $11 | $86-87.0% | $5,943-99.8% | $110-89.9% |