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 6-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 | $10,752 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,935 | $29,548-49.5% | $56,411-73.5% | $77,643-80.8% |
| Participation rate | 16.0% | 32.7%-16.6pp | 52.5%-36.4pp | 70.6%-54.5pp |
| Annual return | 13.75% | 19.01%-5.3pp | 1701.33%-1687.6pp | 31.24%-17.5pp |
| Employer contribution / active EE | $342 | $568-39.8% | $1,039-67.1% | $2,726-87.5% |
| Participant deferral / active EE | $546 | $1,061-48.5% | $1,952-72.0% | $4,647-88.2% |
| Admin fee / account holder | $57 | $1,046-94.6% | $2,829-98.0% | $430-86.8% |