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-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $8,552 |
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 | $38,759 | $40,174-3.5% | $84,015-53.9% | $67,579-42.6% |
| Participation rate | 80.5% | 62.7%+17.9pp | 69.0%+11.5pp | 71.3%+9.3pp |
| Annual return | 23.47% | 25.82%-2.3pp | 71.31%-47.8pp | 378.56%-355.1pp |
| Employer contribution / active EE | $716 | $808-11.3% | $1,983-63.9% | $2,148-66.7% |
| Participant deferral / active EE | $3,473 | $2,301+50.9% | $3,239+7.2% | $3,539-1.9% |
| Admin fee / account holder | $27 | $128-79.2% | $6,101-99.6% | $142-81.3% |