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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $10,852 |
NAYLOR CAPITAL LLC1 year Service code 15 · EIN 45-4614505 | Recordkeeping | $6,301 |
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 | $38,289 | $75,284-49.1% | $91,001-57.9% | $69,631-45.0% |
| Participation rate | 89.0% | 80.4%+8.6pp | 75.6%+13.4pp | 70.7%+18.4pp |
| Annual return | 19.11% | 48.40%-29.3pp | 4.60%+14.5pp | 27571.02%-27551.9pp |
| Employer contribution / active EE | $956 | $2,473-61.3% | $2,456-61.1% | $2,032-52.9% |
| Participant deferral / active EE | $1,851 | $3,700-50.0% | $3,547-47.8% | $3,224-42.6% |
| Admin fee / account holder | $67 | $111-39.4% | $5,417-98.8% | $110-39.3% |