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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $19,366 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $20,804 | $53,136-60.8% | $155,509-86.6% | $199,593-89.6% |
| Participation rate | 24.3% | 64.1%-39.8pp | 78.2%-53.9pp | 72.0%-47.7pp |
| Annual return | 13.86% | 41.15%-27.3pp | 64.67%-50.8pp | 34.25%-20.4pp |
| Employer contribution / active EE | $582 | $1,851-68.6% | $4,672-87.6% | $3,034-80.8% |
| Participant deferral / active EE | $1,716 | $3,161-45.7% | $5,626-69.5% | $5,087-66.3% |
| Admin fee / account holder | $40 | $185-78.2% | $15,912-99.7% | $269-85.0% |