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 4-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 | $2,084 |
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 | $55,532 | $101,317-45.2% | $146,958-62.2% | $74,495-25.5% |
| Participation rate | 73.5% | 75.5%-2.0pp | 82.2%-8.7pp | 67.2%+6.3pp |
| Annual return | 21.47% | 8730.91%-8709.4pp | 418.34%-396.9pp | 1364.94%-1343.5pp |
| Employer contribution / active EE | $3,365 | $3,810-11.7% | $4,933-31.8% | $2,623+28.3% |
| Participant deferral / active EE | $5,425 | $7,303-25.7% | $8,070-32.8% | $4,346+24.8% |
| Admin fee / account holder | $17 | $1,739-99.0% | $12,998-99.9% | $1,942-99.1% |