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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,829 |
ADP BROKER-DEALER9+ 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,706 | $91,407-75.2% | $135,903-83.3% | $71,457-68.2% |
| Participation rate | 92.8% | 75.7%+17.1pp | 81.9%+10.9pp | 67.9%+24.9pp |
| Annual return | 19.71% | 29.90%-10.2pp | 68.23%-48.5pp | 28.85%-9.1pp |
| Employer contribution / active EE | $2,425 | $3,703-34.5% | $4,856-50.1% | $2,588-6.3% |
| Participant deferral / active EE | $8,719 | $7,092+22.9% | $7,758+12.4% | $4,289+103.3% |
| Admin fee / account holder | $26 | $1,266-97.9% | $10,762-99.8% | $1,587-98.4% |