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 8-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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $30,180 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $14,843 | $53,136-72.1% | $155,509-90.5% | $199,593-92.6% |
| Participation rate | 89.3% | 64.1%+25.3pp | 78.2%+11.2pp | 72.0%+17.4pp |
| Annual return | 19.01% | 41.15%-22.1pp | 64.67%-45.7pp | 34.25%-15.2pp |
| Employer contribution / active EE | $394 | $1,851-78.7% | $4,672-91.6% | $3,034-87.0% |
| Participant deferral / active EE | $4,012 | $3,161+26.9% | $5,626-28.7% | $5,087-21.1% |
| Admin fee / account holder | $23 | $185-87.9% | $15,912-99.9% | $269-91.6% |