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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $15,704 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $5,166 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,950 | $73,638-55.3% | $95,952-65.7% | $73,488-55.2% |
| Participation rate | 74.4% | 76.2%-1.8pp | 77.1%-2.7pp | 70.7%+3.7pp |
| Annual return | 12.07% | 16.78%-4.7pp | 91.61%-79.5pp | 28.51%-16.4pp |
| Employer contribution / active EE | $145 | $1,863-92.2% | $2,541-94.3% | $2,270-93.6% |
| Participant deferral / active EE | $3,001 | $3,617-17.0% | $4,167-28.0% | $3,740-19.8% |
| Admin fee / account holder | $180 | $482-62.7% | $6,795-97.4% | $513-64.9% |