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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $31,405 |
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 | $29,708 | $106,028-72.0% | $146,958-79.8% | $77,643-61.7% |
| Participation rate | 86.6% | 78.4%+8.3pp | 82.2%+4.5pp | 70.6%+16.1pp |
| Annual return | 49.50% | 56.73%-7.2pp | 418.34%-368.8pp | 31.24%+18.3pp |
| Employer contribution / active EE | $2,054 | $4,063-49.4% | $4,933-58.4% | $2,726-24.6% |
| Participant deferral / active EE | $8,011 | $7,990+0.3% | $8,070-0.7% | $4,647+72.4% |
| Admin fee / account holder | $109 | $337-67.7% | $12,998-99.2% | $430-74.7% |