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-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,353 |
ADP BROKER-DEALER5+ 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 | $63,090 | $67,703-6.8% | $127,761-50.6% | $65,185-3.2% |
| Participation rate | 98.8% | 74.5%+24.3pp | 79.0%+19.8pp | 70.2%+28.6pp |
| Annual return | 25.47% | 24.36%+1.1pp | 26.14%-0.7pp | 29.38%-3.9pp |
| Employer contribution / active EE | $3,244 | $3,724-12.9% | $4,574-29.1% | $2,177+49.0% |
| Participant deferral / active EE | $4,424 | $4,787-7.6% | $6,021-26.5% | $3,514+25.9% |
| Admin fee / account holder | $12 | $618-98.0% | $9,395-99.9% | $847-98.5% |