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 5-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 | $11,456 |
ADP BROKER-DEALER1 year 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,071 | $241,101-85.9% | $103,333-67.0% | $199,593-82.9% |
| Participation rate | 82.3% | 78.3%+4.0pp | 74.5%+7.8pp | 72.0%+10.3pp |
| Annual return | 13.54% | 17.80%-4.3pp | 24.88%-11.3pp | 34.25%-20.7pp |
| Employer contribution / active EE | $1,889 | $4,244-55.5% | $3,868-51.2% | $3,034-37.7% |
| Participant deferral / active EE | $3,521 | $3,958-11.0% | $5,057-30.4% | $5,087-30.8% |
| Admin fee / account holder | $96 | $288-66.6% | $8,355-98.8% | $269-64.3% |