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 8-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 | $12,111 |
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 | $22,162 | $41,078-46.1% | $80,569-72.5% | $71,457-69.0% |
| Participation rate | 90.9% | 50.2%+40.7pp | 67.0%+23.9pp | 67.9%+23.0pp |
| Annual return | 16.42% | 38.45%-22.0pp | 935.43%-919.0pp | 28.85%-12.4pp |
| Employer contribution / active EE | $2,816 | $1,506+87.0% | $2,723+3.4% | $2,588+8.8% |
| Participant deferral / active EE | $3,485 | $2,699+29.1% | $4,447-21.6% | $4,289-18.7% |
| Admin fee / account holder | $40 | $1,840-97.8% | $5,377-99.3% | $1,587-97.5% |