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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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $31,625 |
ADP BROKER-DEALER3+ 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).
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 | $7,745 | $155,795-95.0% | $136,294-94.3% | $69,631-88.9% |
| Participation rate | 91.5% | 75.2%+16.3pp | 81.9%+9.6pp | 70.7%+20.8pp |
| Annual return | 27.79% | 232464.33%-232436.5pp | 5155.94%-5128.1pp | 27571.02%-27543.2pp |
| Employer contribution / active EE | $1,474 | $2,991-50.7% | $4,695-68.6% | $2,032-27.5% |
| Participant deferral / active EE | $3,015 | $5,394-44.1% | $6,247-51.7% | $3,224-6.5% |
| Admin fee / account holder | $37 | $128-70.9% | $9,243-99.6% | $110-66.3% |