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-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,876 |
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 | $24,802 | $35,485-30.1% | $74,550-66.7% | $55,725-55.5% |
| Participation rate | 76.4% | 62.5%+13.9pp | 69.1%+7.2pp | 70.9%+5.5pp |
| Annual return | -5.26% | 0.72%-6.0pp | 32.53%-37.8pp | 244.93%-250.2pp |
| Employer contribution / active EE | $916 | $777+17.8% | $1,961-53.3% | $2,078-55.9% |
| Participant deferral / active EE | $3,072 | $2,181+40.9% | $3,108-1.2% | $3,356-8.5% |
| Admin fee / account holder | $12 | $114-89.1% | $5,060-99.8% | $115-89.2% |