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 | $1,210 |
ADP BROKER-DEALER3+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $71,116 | $79,557-10.6% | $118,746-40.1% | $70,131+1.4% |
| Participation rate | 97.8% | 71.4%+26.4pp | 78.3%+19.5pp | 69.5%+28.2pp |
| Annual return | 20.42% | 25.64%-5.2pp | 24.54%-4.1pp | 73.14%-52.7pp |
| Employer contribution / active EE | $4,553 | $2,861+59.1% | $4,193+8.6% | $2,342+94.4% |
| Participant deferral / active EE | $6,695 | $4,089+63.7% | $5,332+25.5% | $3,332+100.9% |
| Admin fee / account holder | $9 | $5,374-99.8% | $10,720-99.9% | $4,645-99.8% |