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 | $50,896 |
QP CONSULTING6+ years Filed as: QP CONSULTING, LLC Service code 15 · EIN 47-1771614 | Recordkeeping | $25,017 |
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 | $19,250 | $56,152-65.7% | $185,823-89.6% | $73,409-73.8% |
| Participation rate | 96.3% | 67.6%+28.7pp | 78.0%+18.2pp | 72.2%+24.1pp |
| Annual return | 13.73% | 17.59%-3.9pp | 35.95%-22.2pp | 59.29%-45.6pp |
| Employer contribution / active EE | $1,599 | $1,532+4.4% | $4,087-60.9% | $2,234-28.4% |
| Participant deferral / active EE | $3,049 | $3,659-16.7% | $5,632-45.9% | $3,805-19.9% |
| Admin fee / account holder | $99 | $132-25.2% | $9,500-99.0% | $158-37.5% |