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 |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $18,855 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $510 |
ADP BROKER-DEALER6+ 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 | $85,751 | $78,422+9.3% | $95,952-10.6% | $79,858+7.4% |
| Participation rate | 63.2% | 73.5%-10.3pp | 77.1%-13.9pp | 69.6%-6.4pp |
| Annual return | 15.67% | 19.37%-3.7pp | 91.61%-75.9pp | 31.71%-16.0pp |
| Employer contribution / active EE | $1,136 | $1,945-41.6% | $2,541-55.3% | $2,471-54.0% |
| Participant deferral / active EE | $3,912 | $3,440+13.7% | $4,167-6.1% | $3,740+4.6% |
| Admin fee / account holder | $152 | $5,622-97.3% | $6,795-97.8% | $5,306-97.1% |