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 |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $14,218 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,143 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $26,071 | $35,986-27.6% | $77,482-66.4% | $73,488-64.5% |
| Participation rate | 60.5% | 40.8%+19.7pp | 54.2%+6.3pp | 70.7%-10.2pp |
| Annual return | 4.45% | 19.26%-14.8pp | 54.79%-50.3pp | 28.51%-24.1pp |
| Employer contribution / active EE | $653 | $557+17.1% | $986-33.8% | $2,270-71.3% |
| Participant deferral / active EE | $1,908 | $1,198+59.3% | $1,861+2.5% | $3,740-49.0% |
| Admin fee / account holder | $97 | $466-79.2% | $2,858-96.6% | $513-81.1% |