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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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,025 |
ADP BROKER-DEALER3 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.
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 | $21,094 | $65,041-67.6% | $90,951-76.8% | $79,858-73.6% |
| Participation rate | 46.7% | 61.6%-14.9pp | 69.0%-22.3pp | 69.6%-23.0pp |
| Annual return | 15.56% | 30.45%-14.9pp | 134.60%-119.0pp | 31.71%-16.2pp |
| Employer contribution / active EE | $495 | $1,247-60.3% | $2,122-76.7% | $2,471-80.0% |
| Participant deferral / active EE | $1,244 | $2,512-50.5% | $3,373-63.1% | $3,740-66.7% |
| Admin fee / account holder | $17 | $4,536-99.6% | $5,959-99.7% | $5,306-99.7% |