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 | $4,087 |
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.
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).
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 | $17,192 | $50,106-65.7% | $70,014-75.4% | $57,658-70.2% |
| Participation rate | 24.0% | 70.9%-46.9pp | 71.8%-47.8pp | 70.2%-46.2pp |
| Annual return | 14.85% | 14.58%+0.3pp | 12.99%+1.9pp | 5.13%+9.7pp |
| Employer contribution / active EE | $471 | $1,739-72.9% | $2,338-79.9% | $1,974-76.1% |
| Participant deferral / active EE | $1,601 | $2,486-35.6% | $2,931-45.4% | $3,061-47.7% |
| Admin fee / account holder | $101 | $89+13.8% | $4,380-97.7% | $95+7.3% |