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 9-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 | $20,452 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,964 | $26,114+7.1% | $58,482-52.2% | $74,419-62.4% |
| Participation rate | 21.0% | 32.1%-11.2pp | 50.9%-29.9pp | 70.7%-49.8pp |
| Annual return | 21.44% | 32.51%-11.1pp | 4239.32%-4217.9pp | 34.38%-12.9pp |
| Employer contribution / active EE | $504 | $536-5.9% | $1,053-52.1% | $2,637-80.9% |
| Participant deferral / active EE | $877 | $1,075-18.4% | $1,924-54.4% | $4,528-80.6% |
| Admin fee / account holder | $155 | $649-76.1% | $2,516-93.8% | $348-55.5% |