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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,016 |
ADP BROKER-DEALER9 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $28,820 | $88,083-67.3% | $164,813-82.5% | $74,495-61.3% |
| Participation rate | 91.0% | 73.0%+18.0pp | 78.6%+12.4pp | 67.2%+23.8pp |
| Annual return | 18.09% | 17.26%+0.8pp | 69.93%-51.8pp | 1364.94%-1346.9pp |
| Employer contribution / active EE | $864 | $2,593-66.7% | $4,341-80.1% | $2,623-67.1% |
| Participant deferral / active EE | $4,714 | $4,498+4.8% | $6,031-21.8% | $4,346+8.5% |
| Admin fee / account holder | $34 | $2,234-98.5% | $12,690-99.7% | $1,942-98.2% |