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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,536 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $27,256 | $102,317-73.4% | $146,958-81.5% | $80,856-66.3% |
| Participation rate | 97.9% | 75.8%+22.1pp | 82.2%+15.7pp | 67.6%+30.3pp |
| Annual return | 16.48% | 134.76%-118.3pp | 418.34%-401.9pp | 35.59%-19.1pp |
| Employer contribution / active EE | $2,243 | $3,713-39.6% | $4,933-54.5% | $2,755-18.6% |
| Participant deferral / active EE | $8,290 | $6,644+24.8% | $8,070+2.7% | $4,296+93.0% |
| Admin fee / account holder | $22 | $7,941-99.7% | $12,998-99.8% | $6,918-99.7% |