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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $66,238 |
ADP BROKER-DEALER6+ 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 | $64,000 | $81,474-21.4% | $133,956-52.2% | $73,488-12.9% |
| Participation rate | 92.5% | 76.4%+16.2pp | 79.8%+12.7pp | 70.7%+21.9pp |
| Annual return | 12.28% | 19.40%-7.1pp | 45.09%-32.8pp | 28.51%-16.2pp |
| Employer contribution / active EE | $1,450 | $2,209-34.4% | $3,919-63.0% | $2,270-36.1% |
| Participant deferral / active EE | $6,212 | $3,786+64.1% | $5,048+23.1% | $3,740+66.1% |
| Admin fee / account holder | $203 | $713-71.6% | $8,927-97.7% | $513-60.5% |