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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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,482 |
ADP BROKER-DEALER7+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,389 | $50,458-31.8% | $159,960-78.5% | $64,808-46.9% |
| Participation rate | 88.2% | 68.0%+20.1pp | 78.0%+10.2pp | 71.5%+16.7pp |
| Annual return | -18.58% | -13.42%-5.2pp | 408.60%-427.2pp | 32.82%-51.4pp |
| Employer contribution / active EE | $5,166 | $1,722+200.0% | $4,226+22.3% | $2,506+106.2% |
| Participant deferral / active EE | $3,137 | $4,004-21.7% | $6,182-49.3% | $4,310-27.2% |
| Admin fee / account holder | $19 | $706-97.3% | $8,698-99.8% | $188-89.9% |