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 | $35,626 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $6,783 |
ADP BROKER-DEALER1 year 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 | $69,078 | $83,477-17.2% | $125,175-44.8% | $72,985-5.4% |
| Participation rate | 83.8% | 73.3%+10.5pp | 79.8%+4.0pp | 69.5%+14.3pp |
| Annual return | 20.96% | 25.78%-4.8pp | 43.79%-22.8pp | 81.00%-60.0pp |
| Employer contribution / active EE | $1,449 | $2,345-38.2% | $3,865-62.5% | $2,440-40.6% |
| Participant deferral / active EE | $7,959 | $3,585+122.0% | $4,937+61.2% | $3,607+120.6% |
| Admin fee / account holder | $187 | $5,517-96.6% | $9,702-98.1% | $5,124-96.4% |