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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $33,606 |
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 | $7,547 | $65,061-88.4% | $143,757-94.7% | $66,914-88.7% |
| Participation rate | 85.2% | 65.2%+20.0pp | 80.3%+4.9pp | 69.8%+15.4pp |
| Annual return | -16.69% | -11.14%-5.6pp | -0.04%-16.7pp | 1.58%-18.3pp |
| Employer contribution / active EE | $0 | $2,361-100.0% | $4,951-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $3,495 | $2,919+19.7% | $5,637-38.0% | $4,237-17.5% |
| Admin fee / account holder | $89 | $502-82.2% | $14,673-99.4% | $593-85.0% |