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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,586 |
ADP BROKER-DEALER8 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer 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 | $23,084 | $82,978-72.2% | $129,995-82.2% | $71,457-67.7% |
| Participation rate | 90.4% | 74.1%+16.4pp | 78.5%+12.0pp | 67.9%+22.5pp |
| Annual return | 15.92% | 20.60%-4.7pp | -137.18%+153.1pp | 28.85%-12.9pp |
| Employer contribution / active EE | $533 | $2,622-79.7% | $4,320-87.7% | $2,588-79.4% |
| Participant deferral / active EE | $4,417 | $4,432-0.3% | $5,820-24.1% | $4,289+3.0% |
| Admin fee / account holder | $34 | $1,729-98.1% | $10,614-99.7% | $1,587-97.9% |