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 | $3,778 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $114,453 | $65,435+74.9% | $86,677+32.0% | $66,914+71.0% |
| Participation rate | 66.0% | 75.5%-9.5pp | 76.6%-10.6pp | 69.8%-3.8pp |
| Annual return | -15.90% | -10.89%-5.0pp | 35.91%-51.8pp | 1.58%-17.5pp |
| Employer contribution / active EE | $1,538 | $2,153-28.6% | $2,836-45.8% | $2,544-39.5% |
| Participant deferral / active EE | $3,864 | $4,100-5.8% | $4,656-17.0% | $4,237-8.8% |
| Admin fee / account holder | $28 | $642-95.6% | $7,493-99.6% | $593-95.2% |