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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 |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $18,090 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,531 |
ADP BROKER-DEALER9+ 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $41,322 | $76,050-45.7% | $96,544-57.2% | $71,457-42.2% |
| Participation rate | 60.1% | 74.4%-14.3pp | 76.0%-15.9pp | 67.9%-7.8pp |
| Annual return | 16.47% | 22.81%-6.3pp | 25.84%-9.4pp | 28.85%-12.4pp |
| Employer contribution / active EE | $1,170 | $2,244-47.9% | $2,965-60.5% | $2,588-54.8% |
| Participant deferral / active EE | $1,809 | $4,215-57.1% | $4,851-62.7% | $4,289-57.8% |
| Admin fee / account holder | $150 | $2,707-94.5% | $8,252-98.2% | $1,587-90.6% |