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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.
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 | $13,334 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,569 | $81,908-17.5% | $90,749-25.5% | $64,808+4.3% |
| Participation rate | 71.7% | 80.5%-8.8pp | 75.7%-4.0pp | 71.5%+0.2pp |
| Annual return | -18.36% | -12.53%-5.8pp | -12.16%-6.2pp | 32.82%-51.2pp |
| Employer contribution / active EE | $1,845 | $3,065-39.8% | $2,921-36.9% | $2,506-26.4% |
| Participant deferral / active EE | $3,579 | $4,840-26.1% | $4,564-21.6% | $4,310-17.0% |
| Admin fee / account holder | $299 | $157+90.1% | $8,445-96.5% | $188+59.1% |