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 7-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 | $137,454 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $44,308 | $106,028-58.2% | $146,958-69.8% | $77,643-42.9% |
| Participation rate | 80.9% | 78.4%+2.5pp | 82.2%-1.3pp | 70.6%+10.3pp |
| Annual return | 22.85% | 56.73%-33.9pp | 418.34%-395.5pp | 31.24%-8.4pp |
| Employer contribution / active EE | $4,092 | $4,063+0.7% | $4,933-17.1% | $2,726+50.1% |
| Participant deferral / active EE | $9,384 | $7,990+17.4% | $8,070+16.3% | $4,647+101.9% |
| Admin fee / account holder | $356 | $337+5.3% | $12,998-97.3% | $430-17.4% |