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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.
See the 7-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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $15,839 |
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 | $17,040 | $76,670-77.8% | $96,683-82.4% | $71,457-76.2% |
| Participation rate | 94.5% | 66.6%+27.9pp | 74.3%+20.2pp | 67.9%+26.6pp |
| Annual return | 21.20% | 48.29%-27.1pp | 35.69%-14.5pp | 28.85%-7.7pp |
| Employer contribution / active EE | $3,086 | $3,031+1.8% | $3,737-17.4% | $2,588+19.3% |
| Participant deferral / active EE | $5,065 | $3,771+34.3% | $4,878+3.8% | $4,289+18.1% |
| Admin fee / account holder | $113 | $2,028-94.4% | $6,730-98.3% | $1,587-92.9% |