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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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $14,852 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $15,021 | $78,485-80.9% | $106,213-85.9% | $74,495-79.8% |
| Participation rate | 58.9% | 72.8%-13.9pp | 75.3%-16.4pp | 67.2%-8.3pp |
| Annual return | 12.68% | 15.95%-3.3pp | 116.14%-103.5pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $1,346 | $2,523-46.6% | $3,171-57.5% | $2,623-48.7% |
| Participant deferral / active EE | $2,491 | $4,322-42.4% | $5,016-50.3% | $4,346-42.7% |
| Admin fee / account holder | $98 | $2,232-95.6% | $11,033-99.1% | $1,942-94.9% |