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 5-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 |
|---|---|---|
SRPC, INC2 years Service code 15 · EIN 81-2204426 | Recordkeeping | $16,242 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $12,972 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,897 | $50,815-56.9% | $155,509-85.9% | $77,643-71.8% |
| Participation rate | 86.7% | 63.1%+23.6pp | 78.2%+8.5pp | 70.6%+16.1pp |
| Annual return | 23.58% | 34.80%-11.2pp | 64.67%-41.1pp | 31.24%-7.7pp |
| Employer contribution / active EE | $990 | $1,993-50.3% | $4,672-78.8% | $2,726-63.7% |
| Participant deferral / active EE | $4,957 | $2,822+75.7% | $5,626-11.9% | $4,647+6.7% |
| Admin fee / account holder | $75 | $437-82.9% | $15,912-99.5% | $430-82.7% |