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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,635 |
ADP BROKER-DEALER5 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,613 | $106,028-74.9% | $146,958-81.9% | $77,643-65.7% |
| Participation rate | 45.6% | 78.4%-32.8pp | 82.2%-36.6pp | 70.6%-25.0pp |
| Annual return | 17.73% | 56.73%-39.0pp | 418.34%-400.6pp | 31.24%-13.5pp |
| Employer contribution / active EE | $961 | $4,063-76.3% | $4,933-80.5% | $2,726-64.7% |
| Participant deferral / active EE | $5,162 | $7,990-35.4% | $8,070-36.0% | $4,647+11.1% |
| Admin fee / account holder | $26 | $337-92.2% | $12,998-99.8% | $430-93.9% |