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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.
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $107,417 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $41,549 | $96,403-56.9% | $93,606-55.6% | $77,787-46.6% |
| Participation rate | 71.9% | 87.6%-15.8pp | 75.8%-4.0pp | 73.2%-1.4pp |
| Annual return | 21.79% | 39.36%-17.6pp | 32.76%-11.0pp | 32.57%-10.8pp |
| Employer contribution / active EE | $0 | $3,616-100.0% | $2,718-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $2,568 | $5,341-51.9% | $4,069-36.9% | $3,967-35.3% |
| Admin fee / account holder | $75 | $90-15.7% | $7,888-99.0% | $100-24.6% |