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 4-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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $14,062 |
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 | $21,424 | $91,407-76.6% | $135,903-84.2% | $71,457-70.0% |
| Participation rate | 71.3% | 75.7%-4.4pp | 81.9%-10.7pp | 67.9%+3.3pp |
| Annual return | 73.84% | 29.90%+43.9pp | 68.23%+5.6pp | 28.85%+45.0pp |
| Employer contribution / active EE | $1,680 | $3,703-54.6% | $4,856-65.4% | $2,588-35.1% |
| Participant deferral / active EE | $6,230 | $7,092-12.2% | $7,758-19.7% | $4,289+45.3% |
| Admin fee / account holder | $73 | $1,266-94.2% | $10,762-99.3% | $1,587-95.4% |