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 |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $32,557 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $27,382 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $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 | $65,834 | $78,419-16.0% | $133,956-50.9% | $73,409-10.3% |
| Participation rate | 77.7% | 78.6%-0.9pp | 79.8%-2.2pp | 72.2%+5.5pp |
| Annual return | 20.18% | 33.35%-13.2pp | 45.09%-24.9pp | 59.29%-39.1pp |
| Employer contribution / active EE | $1,211 | $2,044-40.8% | $3,919-69.1% | $2,234-45.8% |
| Participant deferral / active EE | $7,109 | $3,925+81.1% | $5,048+40.8% | $3,805+86.8% |
| Admin fee / account holder | $174 | $161+8.0% | $8,927-98.0% | $158+10.3% |