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 | $17,815 |
Filed as: RAYMOND JAMES Service code 15 · EIN 59-1237041 | Recordkeeping | $5,311 |
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 | $25,131 | $54,573-54.0% | $90,951-72.4% | $73,488-65.8% |
| Participation rate | 43.9% | 61.2%-17.3pp | 69.0%-25.1pp | 70.7%-26.8pp |
| Annual return | 13.31% | 16.69%-3.4pp | 134.60%-121.3pp | 28.51%-15.2pp |
| Employer contribution / active EE | $285 | $991-71.2% | $2,122-86.6% | $2,270-87.4% |
| Participant deferral / active EE | $2,518 | $2,5170% | $3,373-25.3% | $3,740-32.7% |
| Admin fee / account holder | $229 | $521-56.0% | $5,959-96.2% | $513-55.3% |