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+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $10,651 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET CORPORATION Service code 21 · EIN 04-1867445 | Bank Trustee | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $12,784 | $39,458-67.6% | $60,547-78.9% | $55,191-76.8% |
| Participation rate | 78.4% | 59.6%+18.8pp | 68.0%+10.5pp | 69.2%+9.3pp |
| Annual return | -0.90% | 3.35%-4.3pp | 335.64%-336.5pp | 10.78%-11.7pp |
| Employer contribution / active EE | $780 | $1,210-35.5% | $2,419-67.7% | $1,899-58.9% |
| Participant deferral / active EE | $1,519 | $2,140-29.0% | $3,328-54.3% | $3,046-50.1% |
| Admin fee / account holder | $26 | $95-73.1% | $4,536-99.4% | $91-71.8% |