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-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,025 |
ADP BROKER-DEALER2 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.
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 | $31,620 | $63,299-50.0% | $91,001-65.3% | $62,292-49.2% |
| Participation rate | 65.6% | 73.3%-7.7pp | 75.6%-10.0pp | 69.5%-3.9pp |
| Annual return | 18.79% | 20.99%-2.2pp | 4.60%+14.2pp | 28.90%-10.1pp |
| Employer contribution / active EE | $927 | $1,807-48.7% | $2,456-62.2% | $2,042-54.6% |
| Participant deferral / active EE | $3,473 | $2,943+18.0% | $3,547-2.1% | $3,169+9.6% |
| Admin fee / account holder | $11 | $468-97.6% | $5,417-99.8% | $479-97.7% |