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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,669 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,927 | $41,078-56.4% | $80,569-77.7% | $71,457-74.9% |
| Participation rate | 47.7% | 50.2%-2.5pp | 67.0%-19.3pp | 67.9%-20.2pp |
| Annual return | 21.36% | 38.45%-17.1pp | 935.43%-914.1pp | 28.85%-7.5pp |
| Employer contribution / active EE | $519 | $1,506-65.5% | $2,723-80.9% | $2,588-79.9% |
| Participant deferral / active EE | $2,004 | $2,699-25.7% | $4,447-54.9% | $4,289-53.3% |
| Admin fee / account holder | $18 | $1,840-99.0% | $5,377-99.7% | $1,587-98.9% |