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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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,949 |
Employer 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 | $27,964 | $101,317-72.4% | $146,958-81.0% | $74,495-62.5% |
| Participation rate | 89.4% | 75.5%+13.9pp | 82.2%+7.3pp | 67.2%+22.2pp |
| Annual return | 16.22% | 8730.91%-8714.7pp | 418.34%-402.1pp | 1364.94%-1348.7pp |
| Employer contribution / active EE | $414 | $3,810-89.1% | $4,933-91.6% | $2,623-84.2% |
| Participant deferral / active EE | $3,146 | $7,303-56.9% | $8,070-61.0% | $4,346-27.6% |
| Admin fee / account holder | $26 | $1,739-98.5% | $12,998-99.8% | $1,942-98.7% |