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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.
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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 | $3,313 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $8,151 | $58,879-86.2% | $178,490-95.4% | $73,488-88.9% |
| Participation rate | 30.8% | 66.2%-35.4pp | 81.9%-51.1pp | 70.7%-39.9pp |
| Annual return | 22.63% | 24.86%-2.2pp | 151.07%-128.4pp | 28.51%-5.9pp |
| Employer contribution / active EE | $447 | $2,236-80.0% | $5,011-91.1% | $2,270-80.3% |
| Participant deferral / active EE | $862 | $2,567-66.4% | $5,202-83.4% | $3,740-77.0% |
| Admin fee / account holder | $49 | $400-87.6% | $13,984-99.6% | $513-90.4% |