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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $995 |
ADP BROKER-DEALER4 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $23,171 | $43,133-46.3% | $89,391-74.1% | $73,488-68.5% |
| Participation rate | 21.2% | 55.0%-33.7pp | 68.0%-46.7pp | 70.7%-49.4pp |
| Annual return | 27.67% | 135.66%-108.0pp | 245.62%-217.9pp | 28.51%-0.8pp |
| Employer contribution / active EE | $804 | $1,438-44.1% | $2,586-68.9% | $2,270-64.6% |
| Participant deferral / active EE | $2,040 | $2,445-16.5% | $3,890-47.6% | $3,740-45.4% |
| Admin fee / account holder | $16 | $444-96.5% | $4,881-99.7% | $513-97.0% |