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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,246 |
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 | $43,221 | $104,317-58.6% | $159,436-72.9% | $86,799-50.2% |
| Participation rate | 79.7% | 77.7%+2.0pp | 82.8%-3.1pp | 72.3%+7.5pp |
| Annual return | 49.31% | 26.32%+23.0pp | 263.57%-214.3pp | 97.91%-48.6pp |
| Employer contribution / active EE | $2,931 | $3,451-15.1% | $4,829-39.3% | $2,405+21.9% |
| Participant deferral / active EE | $11,044 | $6,837+61.5% | $7,352+50.2% | $4,131+167.3% |
| Admin fee / account holder | $8 | $172-95.3% | $10,799-99.9% | $170-95.3% |