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-DEALER6+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $70,727 | $70,908-0.3% | $98,907-28.5% | $73,488-3.8% |
| Participation rate | 65.7% | 73.8%-8.0pp | 76.0%-10.3pp | 70.7%-4.9pp |
| Annual return | 28.82% | 34.17%-5.3pp | 196.43%-167.6pp | 28.51%+0.3pp |
| Employer contribution / active EE | $1,177 | $2,036-42.2% | $2,689-56.2% | $2,270-48.1% |
| Participant deferral / active EE | $3,435 | $3,500-1.9% | $4,244-19.1% | $3,740-8.1% |
| Admin fee / account holder | $0 | $535-100.0% | $6,642-100.0% | $513-100.0% |