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 5-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 | $14,369 |
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 | $4,731 | $69,763-93.2% | $67,502-93.0% | $74,495-93.6% |
| Participation rate | 96.6% | 71.4%+25.3pp | 72.9%+23.8pp | 67.2%+29.4pp |
| Annual return | 17.23% | -40.34%+57.6pp | 3512.12%-3494.9pp | 1364.94%-1347.7pp |
| Employer contribution / active EE | $1,748 | $2,704-35.4% | $2,731-36.0% | $2,623-33.4% |
| Participant deferral / active EE | $1,299 | $3,636-64.3% | $4,000-67.5% | $4,346-70.1% |
| Admin fee / account holder | $58 | $896-93.6% | $3,998-98.6% | $1,942-97.0% |