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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $89,108 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $49,599 |
ADP BROKER-DEALER7 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $34,458 | $54,193-36.4% | $93,606-63.2% | $77,643-55.6% |
| Participation rate | 95.2% | 63.9%+31.3pp | 68.7%+26.5pp | 70.6%+24.7pp |
| Annual return | 13.56% | 30.54%-17.0pp | 133.20%-119.6pp | 31.24%-17.7pp |
| Employer contribution / active EE | $860 | $1,168-26.3% | $2,420-64.4% | $2,726-68.4% |
| Participant deferral / active EE | $5,248 | $3,144+66.9% | $4,411+19.0% | $4,647+12.9% |
| Admin fee / account holder | $130 | $576-77.5% | $8,285-98.4% | $430-69.9% |