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-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $7,481 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,695 | $65,376-33.2% | $87,100-49.8% | $65,185-33.0% |
| Participation rate | 94.6% | 75.3%+19.3pp | 76.9%+17.7pp | 70.2%+24.4pp |
| Annual return | 20.81% | 31.27%-10.5pp | 28.19%-7.4pp | 29.38%-8.6pp |
| Employer contribution / active EE | $354 | $1,822-80.6% | $2,521-85.9% | $2,177-83.7% |
| Participant deferral / active EE | $2,708 | $3,388-20.1% | $4,049-33.1% | $3,514-22.9% |
| Admin fee / account holder | $29 | $520-94.3% | $7,497-99.6% | $847-96.5% |