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-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $12,270 |
SMITH & HOWARD, PC4+ years Service code 15 · EIN 58-1250486 | Recordkeeping | $11,500 |
ADP BROKER-DEALER4+ 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 | $36,151 | $62,267-41.9% | $110,238-67.2% | $55,725-35.1% |
| Participation rate | 98.8% | 78.1%+20.7pp | 79.8%+19.0pp | 70.9%+28.0pp |
| Annual return | -5.95% | -1.07%-4.9pp | 314.74%-320.7pp | 244.93%-250.9pp |
| Employer contribution / active EE | $2,357 | $1,941+21.4% | $3,826-38.4% | $2,078+13.4% |
| Participant deferral / active EE | $3,077 | $3,516-12.5% | $4,672-34.1% | $3,356-8.3% |
| Admin fee / account holder | $36 | $121-70.1% | $8,547-99.6% | $115-68.6% |