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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 3-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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $43,729 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $17,416 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $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).
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 | $11,001 | $50,982-78.4% | $154,803-92.9% | $85,563-87.1% |
| Participation rate | 72.7% | 59.8%+13.0pp | 78.1%-5.3pp | 66.0%+6.8pp |
| Annual return | 21.63% | 30.35%-8.7pp | 58.88%-37.3pp | 31.51%-9.9pp |
| Employer contribution / active EE | $0 | $1,708-100.0% | $4,305-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $2,404 | $2,474-2.8% | $5,540-56.6% | $4,375-45.0% |
| Admin fee / account holder | $76 | $846-91.0% | $14,329-99.5% | $834-90.9% |