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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $17,493 |
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 | $26,740 | $45,031-40.6% | $84,966-68.5% | $77,643-65.6% |
| Participation rate | 90.0% | 48.7%+41.4pp | 67.5%+22.5pp | 70.6%+19.5pp |
| Annual return | 15.11% | 79.22%-64.1pp | 66.38%-51.3pp | 31.24%-16.1pp |
| Employer contribution / active EE | $2,917 | $1,609+81.2% | $2,727+7.0% | $2,726+7.0% |
| Participant deferral / active EE | $3,924 | $2,807+39.8% | $4,519-13.2% | $4,647-15.6% |
| Admin fee / account holder | $38 | $912-95.8% | $6,149-99.4% | $430-91.2% |