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 3-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 | $3,871 |
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).
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 | $9,861 | $29,548-66.6% | $56,411-82.5% | $77,643-87.3% |
| Participation rate | 20.2% | 32.7%-12.5pp | 52.5%-32.3pp | 70.6%-50.4pp |
| Annual return | 11.30% | 19.01%-7.7pp | 1701.33%-1690.0pp | 31.24%-19.9pp |
| Employer contribution / active EE | $305 | $568-46.2% | $1,039-70.6% | $2,726-88.8% |
| Participant deferral / active EE | $861 | $1,061-18.8% | $1,952-55.9% | $4,647-81.5% |
| Admin fee / account holder | $23 | $1,046-97.8% | $2,829-99.2% | $430-94.5% |