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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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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,494 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $9,209 | $69,763-86.8% | $67,502-86.4% | $74,495-87.6% |
| Participation rate | 92.8% | 71.4%+21.5pp | 72.9%+19.9pp | 67.2%+25.6pp |
| Annual return | 11.82% | -40.34%+52.2pp | 3512.12%-3500.3pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $770 | $2,704-71.5% | $2,731-71.8% | $2,623-70.6% |
| Participant deferral / active EE | $1,350 | $3,636-62.9% | $4,000-66.2% | $4,346-68.9% |
| Admin fee / account holder | $24 | $896-97.3% | $3,998-99.4% | $1,942-98.8% |