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 8-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 52 · EIN 13-5674085 | Indirect Investment Fees | $29,899 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $6,232 |
ADP BROKER-DEALER2+ 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 | $51,938 | $38,365+35.4% | $84,611-38.6% | $65,185-20.3% |
| Participation rate | 51.2% | 55.7%-4.5pp | 68.2%-17.0pp | 70.2%-19.0pp |
| Annual return | 24.20% | 32.00%-7.8pp | 258.74%-234.5pp | 29.38%-5.2pp |
| Employer contribution / active EE | $432 | $1,258-65.7% | $2,652-83.7% | $2,177-80.2% |
| Participant deferral / active EE | $6,169 | $2,278+170.7% | $3,899+58.2% | $3,514+75.6% |
| Admin fee / account holder | $37 | $451-91.9% | $4,912-99.3% | $847-95.7% |