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-DEALER5+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $20,119 |
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 | $39,886 | $54,517-26.8% | $75,972-47.5% | $74,495-46.5% |
| Participation rate | 93.7% | 60.3%+33.4pp | 69.1%+24.7pp | 67.2%+26.5pp |
| Annual return | 16.81% | 31.82%-15.0pp | 359.55%-342.7pp | 1364.94%-1348.1pp |
| Employer contribution / active EE | $3,824 | $1,777+115.2% | $2,685+42.4% | $2,623+45.8% |
| Participant deferral / active EE | $8,144 | $3,066+165.7% | $4,255+91.4% | $4,346+87.4% |
| Admin fee / account holder | $59 | $2,229-97.3% | $6,467-99.1% | $1,942-97.0% |