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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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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,385 |
ADP BROKER-DEALER4 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $25,241 | $47,922-47.3% | $75,886-66.7% | $65,185-61.3% |
| Participation rate | 68.8% | 63.0%+5.8pp | 69.3%-0.5pp | 70.2%-1.4pp |
| Annual return | 22.56% | 24.12%-1.6pp | 30.76%-8.2pp | 29.38%-6.8pp |
| Employer contribution / active EE | $776 | $1,557-50.2% | $2,500-69.0% | $2,177-64.3% |
| Participant deferral / active EE | $2,551 | $2,5500% | $3,603-29.2% | $3,514-27.4% |
| Admin fee / account holder | $12 | $532-97.8% | $5,418-99.8% | $847-98.6% |