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-DEALER1 year Filed as: ADP, INC Service code 15 · EIN 13-3036745 | Recordkeeping | $19,772 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,554 | $54,701-5.8% | $86,188-40.2% | $71,457-27.9% |
| Participation rate | 69.0% | 60.1%+8.9pp | 69.0%0pp | 67.9%+1.1pp |
| Annual return | 14.33% | 20.06%-5.7pp | 1168.45%-1154.1pp | 28.85%-14.5pp |
| Employer contribution / active EE | $1,012 | $1,265-20.0% | $2,380-57.5% | $2,588-60.9% |
| Participant deferral / active EE | $3,862 | $3,108+24.3% | $3,985-3.1% | $4,289-9.9% |
| Admin fee / account holder | $200 | $1,922-89.6% | $6,852-97.1% | $1,587-87.4% |