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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-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,499 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,366 | $58,927-90.9% | $76,817-93.0% | $72,985-92.6% |
| Participation rate | 66.7% | 67.3%-0.7pp | 72.1%-5.4pp | 69.5%-2.8pp |
| Annual return | 23.05% | 2305.64%-2282.6pp | 1166.11%-1143.1pp | 81.00%-58.0pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,302-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,650 | $2,690-38.7% | $3,336-50.5% | $3,607-54.3% |
| Admin fee / account holder | $51 | $4,013-98.7% | $6,420-99.2% | $5,124-99.0% |