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.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP RETIREMENT SERVICES Service code 15 · EIN 22-1467904 | Recordkeeping | $38,474 |
ADP BROKER-DEALER1+ years Service code 59 | Shareholder Servicing | $0 |
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 | $42,912 | $122,239-64.9% | $184,203-76.7% | $74,495-42.4% |
| Participation rate | 79.8% | 85.5%-5.7pp | 86.8%-7.0pp | 67.2%+12.6pp |
| Annual return | 78.71% | 19.95%+58.8pp | 28.81%+49.9pp | 1364.94%-1286.2pp |
| Employer contribution / active EE | $3,670 | $4,537-19.1% | $6,427-42.9% | $2,623+39.9% |
| Participant deferral / active EE | $5,305 | $7,139-25.7% | $9,131-41.9% | $4,346+22.1% |
| Admin fee / account holder | $190 | $1,260-85.0% | $13,901-98.6% | $1,942-90.2% |