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 7-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 | $13,671 |
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 | $24,084 | $30,588-21.3% | $53,898-55.3% | $85,563-71.9% |
| Participation rate | 47.9% | 26.3%+21.5pp | 55.0%-7.1pp | 66.0%-18.1pp |
| Annual return | 18.37% | 50.42%-32.0pp | 528.60%-510.2pp | 31.51%-13.1pp |
| Employer contribution / active EE | $1,211 | $436+177.8% | $932+29.9% | $2,654-54.4% |
| Participant deferral / active EE | $2,499 | $848+194.7% | $1,826+36.8% | $4,375-42.9% |
| Admin fee / account holder | $194 | $1,879-89.7% | $2,491-92.2% | $834-76.8% |