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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,539 |
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 | $65,597 | $49,915+31.4% | $154,803-57.6% | $74,304-11.7% |
| Participation rate | 91.2% | 54.0%+37.2pp | 78.1%+13.1pp | 60.3%+30.8pp |
| Annual return | 17.13% | 34.06%-16.9pp | 58.88%-41.8pp | 29.43%-12.3pp |
| Employer contribution / active EE | $1,935 | $1,611+20.1% | $4,305-55.1% | $2,241-13.7% |
| Participant deferral / active EE | $5,646 | $2,255+150.4% | $5,540+1.9% | $3,767+49.9% |
| Admin fee / account holder | $36 | $2,189-98.4% | $14,329-99.7% | $2,969-98.8% |