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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $15,211 |
ADP BROKER-DEALER6 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
4 funds of $250K or more; 25 lines in all, holding $3.0M of the plan's $3.0M. From the 2024 filing. Recordkeeper: ADP.
Target-date series: Nuveen Lifecycle Index, mutual fund, 81% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 11 vintages | $2.4M | 81.0% |
| State Street Equity 500 Index Fund Class K State Street (SSgA) · Mutual fund Index | $170K | 5.7% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $50K | 1.7% |
| Allspring Special Mid Cap Value Fund Class R6 Allspring · Mutual fund | $46K | 1.5% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $44K | 1.5% |
| Invesco Stable Asset Fund Invesco · Stable value Stable value | $35K | 1.2% |
| MFS International Growth Fund R6 MFS (Sun Life) · Mutual fund | $34K | 1.1% |
| Vanguard Short-Term Corporate Bond Index Fund Admiral Shares Vanguard · Mutual fund Index | $33K | 1.1% |
| iShares MSCI EAFE International Index Fund Class K BlackRock · ETF Index | $26K | 0.9% |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $23K | 0.8% |
See the other 15 lines in this lineup with Solo.
Solo shows every fund in this plan's lineup and every change since the prior filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $14,533 | $54,193-73.2% | $93,606-84.5% | $77,643-81.3% |
| Participation rate | 29.4% | 63.9%-34.5pp | 68.7%-39.3pp | 70.6%-41.2pp |
| Annual return | 13.13% | 30.54%-17.4pp | 133.20%-120.1pp | 31.24%-18.1pp |
| Employer contribution / active EE | $113 | $1,168-90.3% | $2,420-95.3% | $2,726-95.8% |
| Participant deferral / active EE | $1,005 | $3,144-68.0% | $4,411-77.2% | $4,647-78.4% |
| Admin fee / account holder | $97 | $576-83.1% | $8,285-98.8% | $430-77.3% |