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 | $3,739 |
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 | $36,770 | $122,239-69.9% | $184,203-80.0% | $74,495-50.6% |
| Participation rate | 98.1% | 85.5%+12.6pp | 86.8%+11.3pp | 67.2%+30.9pp |
| Annual return | 25.55% | 19.95%+5.6pp | 28.81%-3.3pp | 1364.94%-1339.4pp |
| Employer contribution / active EE | $4,994 | $4,537+10.1% | $6,427-22.3% | $2,623+90.4% |
| Participant deferral / active EE | $8,622 | $7,139+20.8% | $9,131-5.6% | $4,346+98.4% |
| Admin fee / account holder | $19 | $1,260-98.5% | $13,901-99.9% | $1,942-99.0% |