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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.
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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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $21,793 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,596 | $79,428-61.5% | $106,548-71.3% | $79,386-61.5% |
| Participation rate | 51.0% | 74.1%-23.1pp | 76.1%-25.1pp | 70.7%-19.7pp |
| Annual return | 12.42% | 18.27%-5.8pp | 26.80%-14.4pp | 116.85%-104.4pp |
| Employer contribution / active EE | $1,472 | $2,234-34.1% | $2,819-47.8% | $2,427-39.4% |
| Participant deferral / active EE | $3,033 | $3,823-20.6% | $4,398-31.0% | $4,046-25.0% |
| Admin fee / account holder | $190 | $523-63.8% | $7,407-97.4% | $626-69.7% |