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-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $16,830 |
ADP BROKER-DEALER5+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $13,739 | $41,617-67.0% | $84,611-83.8% | $77,787-82.3% |
| Participation rate | 13.9% | 45.0%-31.1pp | 68.2%-54.3pp | 73.2%-59.3pp |
| Annual return | 20.40% | 24.97%-4.6pp | 258.74%-238.3pp | 32.57%-12.2pp |
| Employer contribution / active EE | $98 | $1,061-90.7% | $2,652-96.3% | $2,504-96.1% |
| Participant deferral / active EE | $530 | $2,129-75.1% | $3,899-86.4% | $3,967-86.6% |
| Admin fee / account holder | $92 | $121-23.9% | $4,912-98.1% | $100-8.0% |