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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $18,575 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $23,107 | $58,879-60.8% | $178,490-87.1% | $73,488-68.6% |
| Participation rate | 69.6% | 66.2%+3.4pp | 81.9%-12.3pp | 70.7%-1.1pp |
| Annual return | 12.85% | 24.86%-12.0pp | 151.07%-138.2pp | 28.51%-15.7pp |
| Employer contribution / active EE | $680 | $2,236-69.6% | $5,011-86.4% | $2,270-70.0% |
| Participant deferral / active EE | $2,351 | $2,567-8.4% | $5,202-54.8% | $3,740-37.1% |
| Admin fee / account holder | $147 | $400-63.2% | $13,984-98.9% | $513-71.3% |