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-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,275 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $20,859 | $89,652-76.7% | $141,162-85.2% | $65,185-68.0% |
| Participation rate | 93.9% | 74.7%+19.2pp | 82.5%+11.5pp | 70.2%+23.7pp |
| Annual return | 21.99% | 32.79%-10.8pp | 71.39%-49.4pp | 29.38%-7.4pp |
| Employer contribution / active EE | $1,782 | $3,065-41.8% | $4,735-62.4% | $2,177-18.1% |
| Participant deferral / active EE | $5,837 | $5,691+2.6% | $6,709-13.0% | $3,514+66.1% |
| Admin fee / account holder | $9 | $569-98.5% | $10,261-99.9% | $847-99.0% |