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 10-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-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $15,704 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $29,422 | $48,750-39.6% | $88,946-66.9% | $74,304-60.4% |
| Participation rate | 56.4% | 44.5%+11.9pp | 68.8%-12.4pp | 60.3%-3.9pp |
| Annual return | 24.72% | 25.91%-1.2pp | 57.82%-33.1pp | 29.43%-4.7pp |
| Employer contribution / active EE | $267 | $1,255-78.7% | $2,555-89.5% | $2,241-88.1% |
| Participant deferral / active EE | $2,831 | $2,423+16.8% | $4,581-38.2% | $3,767-24.9% |
| Admin fee / account holder | $145 | $3,756-96.1% | $8,261-98.2% | $2,969-95.1% |