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 | $65 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $856 | $44,960-98.1% | $84,966-99.0% | $74,495-98.9% |
| Participation rate | 90.4% | 49.4%+41.0pp | 67.5%+22.9pp | 67.2%+23.2pp |
| Annual return | 13.50% | 26.24%-12.7pp | 66.38%-52.9pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $0 | $1,457-100.0% | $2,727-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $354 | $2,731-87.0% | $4,519-92.2% | $4,346-91.9% |
| Admin fee / account holder | $0 | $2,209-100.0% | $6,149-100.0% | $1,942-100.0% |