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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.
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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-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $86,457 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $999 | $50,127-98.0% | $149,673-99.3% | $80,160-98.8% |
| Participation rate | 77.5% | 64.3%+13.2pp | 78.8%-1.2pp | 72.9%+4.6pp |
| Annual return | 59.87% | 29.82%+30.1pp | 134.42%-74.5pp | 40.38%+19.5pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $4,818-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $819 | $3,194-74.3% | $5,680-85.6% | $5,017-83.7% |
| Admin fee / account holder | $58 | $153-61.8% | $13,210-99.6% | $145-59.7% |