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 | $67,736 |
TURNER, STONE & COMPANY1 year Filed as: TURNER, STONE AND COMPANY LLP Service code 15 · EIN 75-2608885 | Recordkeeping | $8,500 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Service code 37 · EIN 36-3429599 | Loan Processing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $14,275 | $53,565-73.4% | $172,739-91.7% | $82,204-82.6% |
| Participation rate | 12.3% | 69.6%-57.3pp | 82.6%-70.3pp | 73.4%-61.1pp |
| Annual return | 30.24% | 31.42%-1.2pp | 802.84%-772.6pp | 26.31%+3.9pp |
| Employer contribution / active EE | $0 | $1,857-100.0% | $5,143-100.0% | $2,707-100.0% |
| Participant deferral / active EE | $640 | $3,006-78.7% | $5,198-87.7% | $4,246-84.9% |
| Admin fee / account holder | $57 | $61-7.8% | $13,954-99.6% | $76-25.2% |