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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,235 |
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 | $13,139 | $34,677-62.1% | $77,024-82.9% | $64,808-79.7% |
| Participation rate | 25.5% | 49.8%-24.3pp | 67.9%-42.4pp | 71.5%-45.9pp |
| Annual return | -16.66% | -5.33%-11.3pp | 42.32%-59.0pp | 32.82%-49.5pp |
| Employer contribution / active EE | $474 | $1,370-65.4% | $2,812-83.1% | $2,506-81.1% |
| Participant deferral / active EE | $1,182 | $2,556-53.7% | $4,426-73.3% | $4,310-72.6% |
| Admin fee / account holder | $10 | $179-94.5% | $5,425-99.8% | $188-94.8% |