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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $28,403 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $15,829 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $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 | $58,324 | $69,362-15.9% | $101,248-42.4% | $73,488-20.6% |
| Participation rate | 58.2% | 68.4%-10.2pp | 75.8%-17.6pp | 70.7%-12.5pp |
| Annual return | 15.06% | 18.46%-3.4pp | 46.47%-31.4pp | 28.51%-13.4pp |
| Employer contribution / active EE | $1,201 | $2,628-54.3% | $3,660-67.2% | $2,270-47.1% |
| Participant deferral / active EE | $5,291 | $3,300+60.3% | $4,370+21.1% | $3,740+41.5% |
| Admin fee / account holder | $225 | $704-68.1% | $5,945-96.2% | $513-56.2% |