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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $80,679 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $68,055 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,500 | $84,784-41.6% | $98,439-49.7% | $74,419-33.5% |
| Participation rate | 78.8% | 81.5%-2.7pp | 75.2%+3.7pp | 70.7%+8.1pp |
| Annual return | 18.26% | 20.59%-2.3pp | 21.16%-2.9pp | 34.38%-16.1pp |
| Employer contribution / active EE | $1,733 | $3,364-48.5% | $3,048-43.1% | $2,637-34.3% |
| Participant deferral / active EE | $3,191 | $5,218-38.8% | $4,738-32.6% | $4,528-29.5% |
| Admin fee / account holder | $167 | $204-18.2% | $8,948-98.1% | $348-51.9% |