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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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,706 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participant 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,129 | $71,050-91.4% | $93,606-93.5% | $80,856-92.4% |
| Participation rate | 93.3% | 60.4%+32.9pp | 68.7%+24.6pp | 67.6%+25.7pp |
| Annual return | 14.12% | 11.26%+2.9pp | 133.20%-119.1pp | 35.59%-21.5pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $908 | $4,034-77.5% | $4,411-79.4% | $4,296-78.9% |
| Admin fee / account holder | $87 | $6,945-98.7% | $8,285-98.9% | $6,918-98.7% |