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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $27,193 |
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 | $24,544 | $80,724-69.6% | $103,333-76.2% | $74,495-67.1% |
| Participation rate | 93.4% | 65.7%+27.7pp | 74.5%+18.9pp | 67.2%+26.2pp |
| Annual return | 14.17% | 27.56%-13.4pp | 24.88%-10.7pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $0 | $3,157-100.0% | $3,868-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $3,570 | $3,860-7.5% | $5,057-29.4% | $4,346-17.9% |
| Admin fee / account holder | $82 | $2,368-96.6% | $8,355-99.0% | $1,942-95.8% |