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 4-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 | $3,735 |
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 | $50,868 | $101,317-49.8% | $146,958-65.4% | $74,495-31.7% |
| Participation rate | 75.8% | 75.5%+0.3pp | 82.2%-6.3pp | 67.2%+8.6pp |
| Annual return | 20.15% | 8730.91%-8710.8pp | 418.34%-398.2pp | 1364.94%-1344.8pp |
| Employer contribution / active EE | $4,118 | $3,810+8.1% | $4,933-16.5% | $2,623+57.0% |
| Participant deferral / active EE | $7,739 | $7,303+6.0% | $8,070-4.1% | $4,346+78.1% |
| Admin fee / account holder | $21 | $1,739-98.8% | $12,998-99.8% | $1,942-98.9% |