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 | $22,284 |
QP CONSULTING4 years Filed as: QP CONSULTING, LLC Service code 15 · EIN 47-1771614 | Recordkeeping | $20,013 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $105,123 | $70,908+48.3% | $98,907+6.3% | $73,488+43.0% |
| Participation rate | 67.9% | 73.8%-5.9pp | 76.0%-8.1pp | 70.7%-2.8pp |
| Annual return | 12.28% | 34.17%-21.9pp | 196.43%-184.1pp | 28.51%-16.2pp |
| Employer contribution / active EE | $1,228 | $2,036-39.7% | $2,689-54.3% | $2,270-45.9% |
| Participant deferral / active EE | $3,087 | $3,500-11.8% | $4,244-27.3% | $3,740-17.4% |
| Admin fee / account holder | $214 | $535-60.1% | $6,642-96.8% | $513-58.4% |