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 | $8,316 |
ADP BROKER-DEALER2 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 | $41,413 | $81,474-49.2% | $133,956-69.1% | $73,488-43.6% |
| Participation rate | 87.8% | 76.4%+11.4pp | 79.8%+7.9pp | 70.7%+17.1pp |
| Annual return | 18.32% | 19.40%-1.1pp | 45.09%-26.8pp | 28.51%-10.2pp |
| Employer contribution / active EE | $1,644 | $2,209-25.6% | $3,919-58.0% | $2,270-27.6% |
| Participant deferral / active EE | $5,089 | $3,786+34.4% | $5,048+0.8% | $3,740+36.1% |
| Admin fee / account holder | $60 | $713-91.6% | $8,927-99.3% | $513-88.3% |