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.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,056 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $3,232 | $50,982-93.7% | $154,803-97.9% | $85,563-96.2% |
| Participation rate | 90.2% | 59.8%+30.5pp | 78.1%+12.2pp | 66.0%+24.3pp |
| Annual return | 0.00% | 30.35%-30.4pp | 58.88%-58.9pp | 31.51%-31.5pp |
| Employer contribution / active EE | $0 | $1,708-100.0% | $4,305-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $417 | $2,474-83.2% | $5,540-92.5% | $4,375-90.5% |
| Admin fee / account holder | $13 | $846-98.4% | $14,329-99.9% | $834-98.4% |