See peer percentile detail with Solo.
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 10-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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,570 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $16,866 | $40,174-58.0% | $84,015-79.9% | $67,579-75.0% |
| Participation rate | 31.6% | 62.7%-31.1pp | 69.0%-37.4pp | 71.3%-39.7pp |
| Annual return | 24.23% | 25.82%-1.6pp | 71.31%-47.1pp | 378.56%-354.3pp |
| Employer contribution / active EE | $763 | $808-5.5% | $1,983-61.5% | $2,148-64.5% |
| Participant deferral / active EE | $1,089 | $2,301-52.7% | $3,239-66.4% | $3,539-69.2% |
| Admin fee / account holder | $6 | $128-95.0% | $6,101-99.9% | $142-95.5% |