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 | $12,967 |
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 | $177,584 | $109,359+62.4% | $162,163+9.5% | $72,985+143.3% |
| Participation rate | 96.3% | 84.3%+12.0pp | 87.6%+8.7pp | 69.5%+26.8pp |
| Annual return | 24.01% | 25.46%-1.5pp | 115.59%-91.6pp | 81.00%-57.0pp |
| Employer contribution / active EE | $6,068 | $3,907+55.3% | $5,614+8.1% | $2,440+148.7% |
| Participant deferral / active EE | $15,893 | $5,481+190.0% | $7,298+117.8% | $3,607+340.6% |
| Admin fee / account holder | $110 | $7,972-98.6% | $10,843-99.0% | $5,124-97.9% |